Investment services in and around Houston

Houston, 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

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 Houston, MO State Farm agent Justin Shelby can help you get to know.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Justin Shelby in Houston 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

Your goals may include things like providing for a special needs individual, 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

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Justin Shelby is happy to help you explore your options.

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 there are annual operation costs or administration fees, if loans are an option, and if employees and/or employers can contribute. Your local State Farm agent Justin Shelby is happy to help you research your options.