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

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 fit for you. State Farm agent Ted Heaton III is happy to help talk you through the details.

Investment Services

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

Education Savings Plans

There are considerations to think about before starting to save for education. These include amount to save, time left to save, time left before needing savings, and more. Agent Ted Heaton III in Austin, TX would love to help walk you through the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing cash for expenses, and more.

Annuities

Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Ted Heaton III can help you as you examine the specifics.

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 loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Ted Heaton III is happy to help you research your options.