Investment services in and around San Antonio

Investigate 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 you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Sonia Flores is happy to help explain the details to you.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, your comfort with risk, and more. Agent Sonia Flores in San Antonio, TX would love to help walk you through the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Sonia Flores may be a valuable resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Sonia Flores is happy to help.