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Investment services in and around Bullard

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 advancement is retirement, but you can start getting ready for that day long before.

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

Interested in how to begin saving for higher education? It may be time to consider available products and services for your spouse, yourself, or a friend.

Estate Planning

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

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are finished working.

Business Retirement Plans

State Farm has multiple retirement savings plans for both business owners and their employees.

Let Us Help Assist With Your Dreams And Goals

Profile photo of a State Farm Agent named: Shawn Dunn

Shawn Dunn

State Farm® Insurance Agent

ChFC®
Office Address:
151 Dr. Roper Pkwy N, Suite 1000
Bullard, TX 75757-5185
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

Pros and cons of buying a fixer-upper

Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

Simple Insights®

Pros and cons of buying a fixer-upper

Buying a fixer-upper? Be aware of the renovation challenges you may face after purchase.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.