Investment services in and around Wylie
Explore your financial goals and plans with State Farm
Contact Agent JarrodState 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 choice for you. State Farm agent Jarrod Rush is happy to help walk you through the specifics.
Investment Services
Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.
Education savings plans
You can start preparing for higher education long before it's time to enroll. You can begin saving now for your child, spouse, friend, or even yourself to use down the road for furthering education.
Legacy planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Jarrod Rush is happy to help you investigate your options.
Business retirement plans
There is much to ponder 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 support your dreams and goals
Location
500 S. Westgate WaySuite 100
Wylie, TX 75098
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Contact Agent JarrodInsurance and Financial products offered
Simple Insights®
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
Life insurance vs annuities
Staying informed about how annuities and life insurance work makes it easier to come up with a financial roadmap that's tailored to your needs.
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.