Investment services in and around Georgetown

Georgetown, 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 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 fit for you. State Farm agent Allison Dickmann is happy to help explore the specifics with you.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, your comfort with risk, time left to save, and more. Agent Allison Dickmann in Georgetown, TX would love to help you explore the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Allison Dickmann is happy to help you investigate your options.