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Investment services in and around Lancaster

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

It's always a good time to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Cassandra Preston can help you decide which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Cassandra Preston to go through more specifics! Cassandra Preston is happy to discuss flexibility, your timeline, your comfort with risk, and more.

Estate Planning

Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

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

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Cassandra Preston

Cassandra Preston

State Farm® Insurance Agent
Office Address:
908 N INTERSTATE 35 E
Lancaster, TX 75146
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Simple Insights®

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

Simple Insights®

The basics of setting up and using a trust

A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.