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Investment services in and around New Boston

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement down the road.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Brandon Lloyd can help you decide which path may be right for you.

Education Savings Plans

Your agent Brandon Lloyd can help walk you through the different elements of saving for college.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

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 Brandon Lloyd is happy to help you examine your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Brandon Lloyd is happy to help.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Brandon Lloyd

Brandon Lloyd

State Farm® Insurance Agent
Office Address:
318 First Drive
New Boston, TX 75570-2758
Map & Directions

New Boston neighbors, State Farm may be able to help you reach your financial goals.

Start working toward your financial goals

Simple Insights®

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

Take time to create a financial emergency plan

If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?