Investment services in and around Houston

State Farm Can Help With Your Financial Aspirations

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 Josh McKinnon is happy to help explore the details with you.

Investment Services

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Josh McKinnon can help you select which path may be right for you.

Education Savings Plans

Your agent Josh McKinnon can help walk you through the various options of saving for college.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance considering specific options, registered agent Josh McKinnon is happy to help.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Josh McKinnon can help you investigate your choices.