Investment services in and around Austin
Austin, Choose State Farm For Help With Your Financial Goals
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 fit for you. State Farm agent M. Lynn Osler is happy to help talk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.
Business Retirement Plans
Quality employees can make a big impact in a small business. A significant way to draw and retain employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
M. Lynn Osler
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Austin area
Start working toward your financial goals
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.