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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
Profile photo of a State Farm Agent named: Adam Leggett

Adam Leggett

State Farm® Insurance Agent
Office Address:
700 Alma Drive Suite 141
Plano, TX 75075-8807
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Looking for help reaching financial goals in the Plano area?

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A before and after marriage checklist

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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.