Investment services in and around Plano

Explore 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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better fit for you. State Farm agent Adam Leggett is happy to help explain the specifics to you.

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!

Education Savings Plans

Your agent Adam Leggett can help walk you through the different elements of saving for college.

Estate Planning

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

Annuities

Depending on your goals, when you want your income payout to begin, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Adam Leggett can help you as you review the specifics.

Business Retirement Plans

Quality employees can make a huge impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.