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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your San Antonio, TX State Farm agent Tom Fladd can help you explore.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Tom Fladd to go through more specifics! Tom Fladd is happy to explore your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, if loans are an option, and others. Your local registered agent Tom Fladd can help you investigate your choices.
Let Us Help You With Your Monetary Objectives
A great choice for help reaching financial goals in the San Antonio area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Find the future value of your savings with this calculator
Find the future value of your savings with this calculator
This calculator can help you determine how much savings you will have based on the current amount, interest and what you will add in the future.
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.