Investment services in and around Jefferson City
Investigate 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
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 consider which may be right for you, State Farm agent Kurtis Ashley in Jefferson City, MO is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for yourself, a friend, or your child.
Estate Planning
Whether you hope to help distribute assets to family member and other heirs, provide for a special needs individual, provide for the disposition of a business at death, or something else, preparing for your future can be key to reaching your goals.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Kurtis Ashley is happy to help you consider your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, whether the employee and/or employer can contribute, how many people you employ, and others. Your local registered agent Kurtis Ashley can help you investigate your choices.
Let Us Help With Your Dreams And Goals
We also offer Investments services in:- Jefferson City, MO
- Holts Summit, MO
- Russellville, MO
- Cole County, MO
- Callaway County, MO
- California, MO
- Tipton, MO
- Centertown, MO
- Wardsville, MO
- Taos, MO
- Linn, MO
- Osage County, MO
- Hartsburg, MO
- Jamestown, MO
- Moniteau County, MO
- Benton County, MO
- Prairie Home, MO
- Columbia, MO
- Ashland, MO
- New Bloomfield, MO
- Boone County, MO
- Eugene, MO
- Miller County, MO
- Eldon, MO
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Retirement plans for small business owners to consider
Retirement plans for small business owners to consider
Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.