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Investment services in and around Springfield

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

One potential way in which you can start preparing for retirement even now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, discerning your time horizon, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Jeff Burtis can help walk you through the particulars of saving for college.

Estate Planning

When trying to prepare for your future, State Farm agent Jeff Burtis may be a valuable asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

Depending on when you want your income payout to begin, your stage of life, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jeff Burtis can help you as you review the specifics.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Jeff Burtis can help you research your choices.

Let Us Help You Achieve Your Dreams And Goals

Profile photo of a State Farm Agent named: Jeff Burtis

Jeff Burtis

State Farm® Insurance Agent
Office Address:
3109 E Atlanta
Springfield, IL 62702
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A great choice for help reaching financial goals in the Springfield area

Start working toward your financial goals

Simple Insights®

Small business benefits to offer

Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.

Money management strategies for the self-employed

Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.

Simple Insights®

Small business benefits to offer

Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.

Money management strategies for the self-employed

Working for yourself and managing money can be challenging. Create money management strategies to help your business thrive.