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

Aside from dreaming about your bucket list destinations and the hobbies you'll finally have time for in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Scott McDowell can help you determine which path may be right for you.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Scott McDowell is happy to help you consider your options.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, how many employees you have, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Scott McDowell is happy to help you research your options.