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Investment services in and around Springtown

Springtown, Choose State Farm For Help With Your Financial Goals

State 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 Amy Kaplan is happy to help walk you through the details.

Investment Services

Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Amy Kaplan in Springtown to learn more about how they can assist you.

Education Savings Plans

Your agent Amy Kaplan can help walk you through the various options of saving for college.

Estate Planning

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

Annuities

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

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Amy Kaplan

Amy Kaplan

State Farm® Insurance Agent
Office Address:
813 E Hwy 199
PO Box 826
Springtown, TX 76082
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Looking for help reaching financial goals in the Springtown area?

Let's work toward your financial dreams

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.