Investment services in and around Plano
Plano, 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Andy Roethele in Plano, TX is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Your agent Andy Roethele can help walk you through the specifics of saving for college.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing for a special needs individual, and more.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you retire.
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, how many people you employ, and whether employees and/or employers are able to contribute. For further assistance researching your options, your local State Farm agent Andy Roethele is happy to help.
Let Us Help You With Your Monetary Objectives
Looking for help reaching financial goals in the Plano area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
Life insurance vs annuities
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.