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Investment services in and around Frisco

State Farm Can Help With Your Financial Aspirations

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One possible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Are you looking to establish an emergency fund, save for a new house, or plan for college expenses? State Farm agents are prepared to help you know where to start.

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

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

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that persist after you stop working.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Kay Patel is happy to help you understand your options.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Kay Patel

Kay Patel

State Farm® Insurance Agent

ChFC®
Office Address:
11583 Independence Pkwy
# 400
Frisco, TX 75035
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Simple Insights®

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Investing in bond funds may offer regular fixed income and tend to have less risk than most stock funds. Read more.

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Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.