Investment services in and around San Antonio

Investigate 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement sooner.

Investment Services

Are you looking to save for a new house, plan for college expenses, or establish an emergency fund? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

Your agent Jacqui Lugar can help walk you through the different elements of saving for college.

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

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, your goals, and more. For assistance considering specific options, registered agent Jacqui Lugar is happy to help.