Investment services in and around Lexington
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 fit for you. State Farm agent Clint Conrad is happy to help talk you through the specifics.
Investment Services
There are options available for you if you'd like additional information on preparing for your future. State Farm agent Clint Conrad 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 Clint Conrad to go through more specifics! Clint Conrad is happy to review flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
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 stop working.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Lexington, KY
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Simple Insights®
What can 529 funds be used for if my child doesn't go to college?
What can 529 funds be used for if my child doesn't go to college?
Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.