Investment services in and around Overland Park

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

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

Depending on your preferred level of involvement in handling your finances, whether you like taking a hands-on approach or prefer more direction, there are different levels of support available to you. Contact agent Ryan Lorei in Overland Park to learn more about how they can assist you.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as anyone can contribute.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing cash for expenses, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on how close you are to retirement and your future goals. Local registered agent Ryan Lorei is happy to help you consider your options.

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, whether the employee and/or employer can contribute, and others. Your local registered agent Ryan Lorei can help you research your choices.