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Investment services in and around Katy

Investigate 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prepare today to enjoy retirement down the road.

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Chris Mallett in Katy to learn more about how they can assist you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

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

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Chris Mallett

Chris Mallett

State Farm® Insurance Agent
Office Address:
25120 Kingsland Blvd.
Suite 100
Katy, TX 77494
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?