Investment services in and around Lees Summit
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
There will most likely come a time when your next career decision is to retire, but you can start making preparations for that day long before.
Investment Services
Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you reach your goals both while you are alive and after your death.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
Quality employees can make a remarkable difference in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Greenwood
- Winnebago
- Lotawana Lake
- Blue Springs
- Pleasant Hill
- Independence
- Raytown
- Kansas City
- Loch Lloyd
- Unity Village
- Jackson County
- Cass County
- Johnson County
- Belton
- Sugar Creek
- Lone Jack
- Grandview
- Cockrell
Bruce Holiman
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.
Simple Insights®
Uncover commonly missed tax deductions and help maximize your savings
Uncover commonly missed tax deductions and help maximize your savings
Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.
Personal net worth
Personal net worth
A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.