Investment services in and around Katy
Katy, 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
There will most likely come a time when your next career advancement is to retire, but you can start taking the necessary steps for that day long before.
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are prepared to help educate and work with you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by initiating goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.
You Have Financial Aspirations. Let Us Help!
Chris Mallett
State Farm® Insurance AgentLooking for help reaching financial goals in the Katy area?
Let's work toward your financial dreams
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Giving money to your grandchildren
Giving money to your grandchildren
Leaving a legacy can be complicated. We review the best way for grandparents to give money to grandchildren.