Investment services in and around Independence
Independence, 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
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another feasible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
Your State Farm agent can help you with a variety of things like defining your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
There are details to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent Lesley Siegfried in Independence, MO would love to help walk you through the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent Lesley Siegfried may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
Annuities
The type of annuity that you choose depends on a few factors like your goals, your stage of life, when you want your income payout to begin, and more. For assistance researching specific options, registered agent Lesley Siegfried is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Lee's Summit
- Blue Springs
- Raytown
- Grandview
- Raymore
- Olathe
- Lenexa
- Overland Park
- Kansas City
- Shawnee
- Leawood
- Belton
- Liberty
- Gladstone
- Kearney
- Excelsior Springs
- Columbia
- Ashland
- sugar creek mo
Lesley Siegfried
State Farm® Insurance Agent
Independence neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.