Investment services in and around Jefferson City

Jefferson City, 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 Kurtis Ashley is happy to help talk you through the specifics.

Investment Services

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

Education Savings Plans

There are details to think about before starting to save for education. These include amount to save, time left to save, your comfort with risk, and more. Agent Kurtis Ashley in Jefferson City, MO would love to help you investigate the options that may be right for you.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for a special needs individual, and more.

Annuities

The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance researching specific options, registered agent Kurtis Ashley is happy to help.