Investment services in and around San Marcos
Explore 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
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 decide which may be right for you, State Farm agent Scott Lazenby in San Marcos, TX is here to help!
Investment Services
Are you looking to invest for retirement, save for a new house, or establish an emergency fund? State Farm agents are available to help you know where to start.
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
Whether you hope to help provide for a special needs individual, distribute assets to family member and other heirs, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your goals, and more. For assistance researching specific options, registered agent Scott Lazenby is happy to help.
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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Scott Lazenby is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Texas
- Central Texas
- Hill Country
- Kyle
- Buda
- New Braunfels
- Seguin
- Austin
- Dripping Springs
- Bulverde, TX
- Vintage Oaks
- Spring Branch
- Lockhart
- Manchaca
- Onion Creek
- Plum Creek
- Hornsby Bend
- Del Valle
- Driftwood
- Wimberley
- Canyon Lake
- Uhland
- Easton Park
- Highpointe
Scott Lazenby
State Farm® Insurance Agent
Looking for help reaching financial goals in the San Marcos area?
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Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.
Simple Insights®
Four kinds of savings and other important savings account information
Four kinds of savings and other important savings account information
It’s easy to find reasons to save money, but it’s not always easy to get started. We share some information about savings accounts and savings types to help you build a strong financial foundation.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.