Investment services in and around Plano

Explore 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 Michael Fortado is happy to help explore the options with you.

Investment Services

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

Education Savings Plans

Your agent Michael Fortado can help walk you through the various options of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, when you want your income payout to begin, your goals, and more. For assistance reviewing specific options, registered agent Michael Fortado is happy to help.

Business Retirement Plans

Quality employees can make a big difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.