Investment services in and around Katy
Review 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 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 Katy, TX State Farm agent Chris Mallett can help you consider.
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
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
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the reliable 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
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.
Let Us Help You With Your Monetary Objectives
Looking for help reaching financial goals in the Katy area?
Start working toward your financial goals
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Fixed-rate mortgage vs. adjustable-rate mortgage
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Fixed-rate mortgage vs. adjustable-rate mortgage
Fixed-rate mortgage vs. adjustable-rate mortgage
Learn the differences between a fixed-rate vs. adjustable-rate mortgage in order to make your decision.