Investment services in and around Austin

Austin, 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

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 choice for you. State Farm agent Dan Baird is happy to help talk you through the details.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are prepared to help educate and work with you.

Education Savings Plans

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

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Dan Baird can help you study your choices.