Investment services in and around Austin

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

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 Hank Gerdes in Austin, TX is here to help!

Investment Services

If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left before needing savings, and more. Agent Hank Gerdes in Austin, TX would love to help you explore the options that may be right for you.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you are done working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Hank Gerdes can help you research your choices.