Investment services in and around Lees Summit
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
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 explore which may be right for you, State Farm agent Bruce Holiman in Lees Summit, MO is here to help!
Investment Services
If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Bruce Holiman is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to ponder.
Let Us Help Champion Your Dreams And Goals
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
Looking for help reaching financial goals in the Lees Summit area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Changing jobs and moving your 401k
Changing jobs and moving your 401k
If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.