Investment services in and around Plano
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
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, comprehending your risk tolerance and time horizon.
Education Savings Plans
Your agent Michael Fortado can help walk you through the specifics of saving for college.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.
Annuities
Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.
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 deciphering your options, your local State Farm agent Michael Fortado is happy to help.
Let Us Help Support Your Dreams And Goals
We also offer Investments services in:- Texas
- Frisco
- Plano
- Allen
- Dallas
- McKinney
- Wylie
- The Colony
- Austin
- Flower Mound
- Carrollton
- Prosper
- Waco
- Highland Village
- Lewisville
- Deerfield
- Canyon Creek
- Willow Bend
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
What is an education savings account?
What is an education savings account?
Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.