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Investment services in and around Boerne

Explore 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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Boerne, TX State Farm agent Steve Nanez can help you explore.

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent Steve Nanez can help walk you through the different elements of saving for college.

Estate Planning

As you sift through options and goals, including Boerne State Farm agent Steve Nanez, can be a valuable resource to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance considering specific options, registered agent Steve Nanez is happy to help.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to contemplate.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Steve Nanez

Steve Nanez

State Farm® Insurance Agent

Office Address:
28550 Interstate 10 W
Unit 3
Boerne, TX 78006-9118
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

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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.