Investment services in and around Kansas City
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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Kansas City, MO State Farm agent Jordan Roundtree can help you consider.
Investment Services
Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.
Education Savings Plans
Your agent Jordan Roundtree can help walk you through the particulars of saving for college.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jordan Roundtree can help you as you explore the specifics.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if loans are an option, and how many employees you have. Your local State Farm agent Jordan Roundtree is happy to help you examine your options.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Jackson County
- Johnson County
- Wyandotte County
- Waldo
- Brookside
- Independence
- Plaza/Westport
- Blue Springs
- Lee's Summit
- Downtown Kansas City
- Prairie Village
- Westwood
- Raytown
- Leawood
- Gladstone
- North Kansas City
- South Kansas City
- Grandview
- Mission
- Olathe
- Overland Park
- St. Joe
- Blue Valley
- Riverside
Jordan Roundtree
State Farm® Insurance Agent
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Simple Insights®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
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®
Are your investments really paying off?
Are your investments really paying off?
Use this calculator to compare the rate of return on your investments and see if your investment savings are helping you to meet your financial goals.
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.