Investment services in and around San Antonio

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

Today is a good day to start preparing for retirement, whether you're just joining the workforce or you've been working for some time.

Investment Services

Are you looking to plan for college expenses, invest for retirement, or establish an emergency fund? State Farm agents are happy to help you know where to start.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you pursue these goals.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Jacqui Lugar is happy to help you explore your options.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance examining your options, your local State Farm agent Jacqui Lugar is happy to help.