Investment services in and around Oklahoma City
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
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 investigate which may be right for you, State Farm agent "Yo" Szeto in Oklahoma City, OK is here to help!
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
There are specifics to think about before starting to save for education. These include flexibility, your comfort with risk, time left to save, and more. Agent "Yo" Szeto in Oklahoma City, OK would love to help you investigate the options that may be right for you.
Estate Planning
Whether you hope to help provide for the disposition of a business at death, provide for a special needs individual, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent "Yo" Szeto can help you as you examine the specifics.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, and others. Your local registered agent "Yo" Szeto can help you investigate your choices.
Let Us Help You Accomplish Your Dreams And Goals
"Yo" Szeto
State Farm® Insurance Agent
Oklahoma City neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.
Simple Insights®
Review your estate planning checklist
Review your estate planning checklist
This handy estate planning checklist can provide thought-starters for tasks involved with planning your estate.
When can you take money out of an IRA without penalty?
When can you take money out of an IRA without penalty?
An IRA withdrawal before retirement may not be subject to a 10% early IRA withdrawal penalty in certain cases. Read more to learn about the exceptions.