Investment services in and around Jefferson City

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

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 Kurtis Ashley is happy to help talk you through the specifics.

Investment Services

If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

There are specifics to think about before starting to save for education. These include your comfort with risk, flexibility, time left to save, and more. Agent Kurtis Ashley in Jefferson City, MO would love to help you investigate the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Kurtis Ashley may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Basic expenses and bills don't end when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right solution to create the stream of income you need post-retirement.

Business Retirement Plans

Quality employees can make a big impact in a small business. A significant way to attract and retain employees is to offer the benefit of a retirement plan.