Investment services in and around Independence

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

Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.

Investment Services

Are you looking to save for a new house, invest for retirement, or plan for college expenses? State Farm agents are happy to help you know where to begin.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Lesley Siegfried to go through more specifics! Lesley Siegfried is happy to review your timeline, your comfort with risk, flexibility, and more.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

The type of annuity that you choose depends on a few factors like your goals, how you want your contributions to be handled, when you want your income payout to begin, and more. For assistance reviewing specific options, registered agent Lesley Siegfried 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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Lesley Siegfried is happy to help.