Investment services in and around San Antonio

Navigate 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 choice for you. State Farm agent Kevin McStravic is happy to help explore the details with you.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Kevin McStravic can help you explore which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, time left to save, time left before needing savings, and more. Agent Kevin McStravic in San Antonio, TX would love to help walk you through the options that may be right for you.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Kevin McStravic can be a worthwhile resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

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

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Kevin McStravic can help you explore your choices.