Investment services in and around Springfield
Navigate 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
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 Springfield, IL State Farm agent Jeff Burtis can help you get to know.
Investment Services
Your State Farm agent can help you with a variety of things like identifying your financial goals, understanding your risk tolerance and time horizon.
Education Savings Plans
Interested in ways to start saving for college? It may be time to contemplate available products and services for yourself, your child, or a friend.
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
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you stop working.
Business Retirement Plans
Among other important business considerations, offering retirement plans for employees is an important decision to consider.
Let Us Help You With Your Monetary Objectives
Jeff Burtis
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
Start working toward your financial goals
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
When should you start spending retirement savings?
When should you start spending retirement savings?
The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?