Investment services in and around Kansas City

Explore 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

One feasible way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Tim Dugan can help you select 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 Tim Dugan to go through more specifics! Tim Dugan is happy to explore flexibility, your timeline, your comfort with risk, 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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance considering specific options, registered agent Tim Dugan is happy to help.

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, how many people you employ, if loans are an option, and others. Your local registered agent Tim Dugan can help you explore your choices.