Investment services in and around Plano
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 Plano, TX State Farm agent Adam Leggett can help you get to know.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.
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
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, 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 investigate the specifics.
Business Retirement Plans
State Farm has multiple retirement savings alternatives for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Plano,
- Richardson
- Dallas Ft. Worth
- Wylie
- Allen
- Mckinney
- Rockwall
- DFW
- Frisco
- Prosper
- Garland
- Waco
- Austin
- Tyler
- San Antonio
- Longview
- HIghland Park
- Southlake
- Grapevine
- Texas
Adam Leggett
State Farm® Insurance AgentLooking for help reaching financial goals in the Plano area?
Let's work toward your financial dreams
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
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.
Simple Insights®
A before and after marriage checklist
A before and after marriage checklist
A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.
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.