Investment services in and around San Antonio
State Farm can help with your financial aspirations
Contact Agent Peter JState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Peter J Story can help you select which path may be right for you.
Education savings plans
You can start preparing for higher education long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Legacy planning
When trying to prepare for your future, State Farm agent Peter J Story may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that continue after you stop working.
Business retirement plans
There is much to contemplate 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 attracting and maintaining employees.
Let us help you with your monetary objectives
Location
28120 US-281 Suite 125San Antonio, TX 78260
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Contact Agent Peter JInsurance and Financial products offered
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 reach your retirement goals
Whether the amount is big or small, use this simple retirement calculator to figure how much you need to save each month to reach your goal.
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
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.