Investment services in and around Flower Mound
Flower Mound, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Ruth Shannon is happy to help talk you through the specifics.
Investment Services
There are a variety of financial products and services that your agent can help you with, including understanding your risk tolerance, discerning your time horizon, and more!
Education Savings Plans
There are details to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent Ruth Shannon in Flower Mound, TX would love to help you explore the options that may be right for you.
Estate Planning
As you sift through options and goals, including Flower Mound State Farm agent Ruth Shannon, can be a worthwhile source to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Ruth Shannon is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Ruth Shannon can help you study your choices.
Let Us Help You With Your Monetary Objectives
Ruth Shannon
State Farm® Insurance Agent
Looking for help reaching financial goals in the Flower Mound area?
Start working toward your financial goals
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Building an emergency fund: Calculate how much to save
Building an emergency fund: Calculate how much to save
Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Building an emergency fund: Calculate how much to save
Building an emergency fund: Calculate how much to save
Saving for a rainy day, whether medical mishap or loss of income, requires regular contributions. Use this calculator to build an emergency fund.