Investment services in and around Kansas City
Kansas City, 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
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 consider which may be right for you, State Farm agent Tim Dugan in Kansas City, MO is here to help!
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are happy to help educate and work with you.
Education Savings Plans
Thinking about ways to start saving for college? It may be time to contemplate available products and services for yourself, a friend, or your spouse.
Estate Planning
As an individual with assets, it is important to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Tim Dugan is happy to help you investigate your options.
Business Retirement Plans
State Farm has various retirement savings alternatives for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Tim Dugan
State Farm® Insurance AgentLooking for help reaching financial goals in the Kansas City area?
Let's work toward your financial dreams
Simple Insights®
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.
Simple Insights®
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.
Pros and cons of rolling over 401k to IRA
Pros and cons of rolling over 401k to IRA
Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.