Investment services in and around Lancaster

Lancaster, 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 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 fit for you. State Farm agent Cassandra Preston is happy to help walk you through the specifics.

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? 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 amount to save, time left to save, flexibility, and more. Agent Cassandra Preston in Lancaster, TX would love to help walk you through the options that may be right for you.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, 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 a few different options depending on how close you are to retirement and your future goals. Local registered agent Cassandra Preston is happy to help you research your options.