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Investment services in and around San Antonio

Review 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 Scott Haslam is happy to help talk you through the specifics.

Investment Services

Would you like to invest but aren't really sure where to begin? There are agents near you that are happy to help educate and work with you.

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

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

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 linger after you stop working.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Scott Haslam

Scott Haslam

State Farm® Insurance Agent

Office Address:
1202 E. Sonterra Blvd Ste 202
San Antonio, TX 78258
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A great choice for help reaching financial goals in the San Antonio area

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What are bond funds?

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

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.