Investment services in and around Lees Summit

Lees Summit, 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

There will most likely come a time when your next career decision is retirement, but you can start making preparations for that day long before.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Bruce Holiman can help you explore which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Bruce Holiman to go through more specifics! Bruce Holiman is happy to review your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Bruce Holiman can help you as you examine the specifics.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, how many employees you have, and if there are annual operation costs or administration fees. Your local State Farm agent Bruce Holiman is happy to help you examine your options.