Investment services in and around Colorado Springs
Colorado Springs, 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
Aside from dreaming about where to travel and spending extended time with loved ones in retirement, another possible way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.
Investment Services
If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Dan Lewis to go through more specifics! Dan Lewis is happy to explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
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Simple Insights®
How much money do you need to retire?
How much money do you need to retire?
How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.