Investment services in and around Weslaco
Weslaco, 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 Weslaco, TX State Farm agent Julian Garza can help you investigate.
Investment Services
Your State Farm agent can help you with a variety of things like defining 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 your comfort with risk, time left to save, flexibility, and more. Agent Julian Garza in Weslaco, TX would love to help you investigate the options that may be right for you.
Estate Planning
Your property and its proper stewardship is important. That's why it's a good idea to start shaping steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Julian Garza is happy to help you investigate your options.
Business Retirement Plans
State Farm has numerous retirement savings choices for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Julian Garza
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Weslaco area
Let's work toward your financial dreams
Simple Insights®
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
The basics of setting up and using a trust
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.