Investment services in and around Katy

Katy, 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

One feasible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Scott McDowell to go through more specifics! Scott McDowell is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Scott McDowell can be a useful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance examining specific options, registered agent Scott McDowell is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Scott McDowell is happy to help.