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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you consider which may be right for you, State Farm agent Adam Leggett in Plano, TX is here to help!

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

When trying to prepare for your future, State Farm agent Adam Leggett may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

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, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Adam Leggett is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Adam Leggett is happy to help you examine your options.