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Investment services in and around Lewisville

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 understand which may be right for you, State Farm agent Fabio Fernandez in Lewisville, TX is here to help!

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

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 even modest contributions can help over time.

Estate Planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Fabio Fernandez can help you as you examine the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent Fabio Fernandez can help you explore your choices.

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Fabio Fernandez

Fabio Fernandez

State Farm® Insurance Agent
Office Address:
870 Hebron Pkwy Ste #703
Lewisville, TX 75057
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A great choice for help reaching financial goals in the Lewisville area

Take steps toward meeting your monetary objectives, intentionally

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.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

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.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.