Investment services in and around Katy
Navigate 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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Chris Mallett in Katy, TX is here to help!
Investment Services
Are you looking to plan for college expenses, establish an emergency fund, or invest for retirement? State Farm agents are available to help you know where to start.
Education Savings Plans
There are considerations to think about before starting to save for education. These include your comfort with risk, time left to save, amount to save, and more. Agent Chris Mallett in Katy, TX would love to help you investigate the options that may be right for you.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Chris Mallett can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Looking for a way to receive payments or regular income throughout 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 quit working.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
Let Us Help You With Your Monetary Objectives
Chris Mallett
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Start working toward your financial goals
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.
Simple Insights®
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Types of personal assets and how to manage them
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.