Investment services in and around Aubrey

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

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 option for you. State Farm agent David Cripe is happy to help explain the details to you.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent David Cripe in Aubrey to learn more about how they can assist you.

Education Savings Plans

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

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent David Cripe is happy to help you consider your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance deciphering your options, your local State Farm agent David Cripe is happy to help.