Investment services in and around Wylie
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you investigate which may be right for you, State Farm agent Jarrod Rush in Wylie, TX is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance reviewing specific options, registered agent Jarrod Rush is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help You Accomplish Your Dreams And Goals
Jarrod Rush
State Farm® Insurance AgentLet State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Simple Insights®
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.