Investment services in and around San Antonio

Review Your Financial Goals And Plans With State Farm

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 Roger Haynes can help you understand.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Roger Haynes in San Antonio to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Roger Haynes to go through more specifics! Roger Haynes is happy to discuss your comfort with risk, your timeline, flexibility, and more.

Estate Planning

As an individual with assets, it is important to have goals. Initiating the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Roger Haynes is happy to help you investigate 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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Roger Haynes is happy to help.