Investment services in and around Irving

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

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 explore which may be right for you, State Farm agent Kerri Miene in Irving, TX is here to help!

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left before needing savings, amount to save, flexibility, and more. Agent Kerri Miene in Irving, TX would love to help you investigate the options that may be right for you.

Estate Planning

Your goals may include things like providing for a special needs individual, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Kerri Miene is happy to help you examine your options.

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 employees and/or employers can contribute, if there are annual operation costs or administration fees, and how many employees you have. Your local State Farm agent Kerri Miene is happy to help you examine your options.