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Investment services in and around Southlake

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

There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.

Investment Services

Would you like to invest but aren't really sure where to start? There are agents near you that are ready to help educate and work with you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

Business Retirement Plans

Quality employees can make a huge difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Southlake
  • Colleyville
  • Grapevine
  • Westlake
  • Trophy Club
  • Roanoke
  • Keller
  • Argyle
  • Northlake
  • Justin
  • Coppell
  • Haslet
  • Fort Worth
Profile photo of a State Farm Agent named: Phil Rice

Phil Rice

State Farm® Insurance Agent
Office Address:
395 W State Highway 114
Suite 120
Southlake, TX 76092-3631
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

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When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

Medicare coverage: Common questions and answers

Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?