Investment services in and around Waco
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
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 Waco, TX State Farm agent Kalynn Tindall can help you understand.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent Kalynn Tindall in Waco to learn more about how they can assist you.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing cash for expenses, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Kalynn Tindall 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, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Kalynn Tindall is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Waco
- China Springs
- Bellmead
- Woodway
- Hewitt
- Axtell
- Temple
- McGregor
- Lacy Lakeview
- Riesel
- Loreno
- Robinson
- Moody
- Golinda
- Fort Worth
- Dallas
- Killeen
- Texas
- Bell County
- Oklahoma City
- Lawton
- Duncan
- Wynnewood
- Guthrie
Kalynn Tindall
State Farm® Insurance Agent
Looking for help reaching financial goals in the Waco area?
Let's work toward your financial dreams
Simple Insights®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
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.
Simple Insights®
What is a will and why do you need one?
What is a will and why do you need one?
Having a Will can give you peace of mind knowing your requests will be followed with many important aspects such as your children, the choice of executor, and any special bequests.
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.