Investment services in and around Lexington

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Andrew Wade is happy to help walk you through the specifics.

Investment Services

Your State Farm agent can help you with a variety of things like prioritizing your financial goals, comprehending your risk tolerance and time horizon.

Education Savings Plans

Your agent Andrew Wade can help walk you through the various options of saving for college.

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to start creating steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that carry over after you stop working.

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, if loans are an option, and others. Your local registered agent Andrew Wade can help you research your choices.