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Investment services in and around Cedar Park

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 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 option for you. State Farm agent Marc Nascimento is happy to help walk you through the specifics.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent Marc Nascimento can help walk you through the details of saving for college.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Marc Nascimento is happy to help you consider your options.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Cedar Park
  • Leander
  • Liberty Hill
  • Jonestown
  • Lago Vista
  • Bertram
  • Georgetown
  • Jarrell
  • Hutto
  • Round Rock
  • Austin
  • Pflugerville
  • Taylor
Profile photo of a State Farm Agent named: Marc Nascimento

Marc Nascimento

State Farm® Insurance Agent

Office Address:
1001 Cypress Creek RD
Suite 101
Cedar Park, TX 78613
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Discover how State Farm can help you reach your financial goals

Take steps toward meeting your monetary objectives, intentionally

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Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.