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Investment services in and around Mckinney

Mckinney, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

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

Education Savings Plans

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

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 goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Trent Wilkins can help you as you research the specifics.

Business Retirement Plans

There is much to consider when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and keeping employees.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Trent Wilkins

Trent Wilkins

State Farm® Insurance Agent

Office Address:
8951 Collin Mckinney Pkwy Suite 302
Mckinney, TX 75070
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Looking for help reaching financial goals in the Mckinney area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.