Investment services in and around Carrollton

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 Carrollton, TX State Farm agent Moon Lee-Barnes can help you get to know.

Investment Services

There are options available for you if you'd like additional pointers on preparing for retirement. State Farm agent Moon Lee-Barnes can help you decide which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Moon Lee-Barnes to go through more specifics! Moon Lee-Barnes is happy to review your comfort with risk, flexibility, your timeline, and more.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Moon Lee-Barnes can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

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 be right for you. Your local registered agent Moon Lee-Barnes can help you as you review the specifics.