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Investment services in and around Austin

Review Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

There will most likely come a time when your next career move is retirement, but you can start prepping for that day long before.

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

Thinking about ways to start saving for college? It may be time to consider available products and services for yourself, a friend, or your spouse.

Estate Planning

Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Paul Lanari is happy to help you research your options.

Business Retirement Plans

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

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Paul Lanari

Paul Lanari

State Farm® Insurance Agent

ChFC® CPCU® CLU®
Office Address:
5906 Old Fredericksburg Road Suite
201
Austin, TX 78749-1205
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

What to consider when choosing a beneficiary for life insurance or other financial accounts

Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.