Investment services in and around Lexington

Review 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

Aside from dreaming about places you want to see and what you will do in retirement, another potential 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 financial affairs, whether you like figuring things out on your own or prefer more direction, there are different levels of support available to you. Contact agent Tasha Johnson in Lexington to learn more about how they can assist you.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can start saving now for your child, spouse, friend, or even yourself to use in the future for furthering education.

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 Tasha Johnson can help you as you explore the specifics.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and retaining employees.