Investment services in and around Springfield
Springfield, Choose State Farm For Help With Your Financial Goals
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Jeff Burtis in Springfield, IL is here to help!
Investment Services
Would you like to invest but aren't really sure where to start? There are agents near you that are available to help educate and work with you.
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, time left before needing savings, flexibility, and more. Agent Jeff Burtis in Springfield, IL would love to help you explore the options that may be right for you.
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
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right solution to create the stream of income you're looking for post-retirement.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
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Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
How much money do you need to retire?
How much money do you need to retire?
How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.