Investment services in and around Lees Summit
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
One practical way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left before needing savings, and more. Agent Bruce Holiman in Lees Summit, MO would love to help walk you through 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 for the disposition of a business at death, providing for a special needs individual, and more.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your proximity to retirement and your future goals. Local registered agent Bruce Holiman is happy to help you investigate your options.
Business Retirement Plans
State Farm has multiple retirement savings possibilities for both business owners and their employees.
Let Us Help You Accomplish 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
Bruce Holiman
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.
Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Financial wellness tips to help improve your financial future
Financial wellness tips to help improve your financial future
Get ahead and learn how to help improve financial wellness through simple spending, saving and budgeting tips.