Investment services in and around Weslaco
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
Aside from dreaming about places you want to see and what you will do in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more help, there are different levels of support available to you. Contact agent Julian Garza in Weslaco to learn more about how they can assist you.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.
Business Retirement Plans
Quality employees can make a huge impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Julian Garza
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Let's work toward your financial dreams
Simple Insights®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.