Investment services in and around Springfield
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
It's always a good time to start preparing for retirement.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more service, there are different levels of support available to you. Contact agent Jeff Burtis in Springfield to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jeff Burtis to go through more specifics! Jeff Burtis is happy to discuss flexibility, your timeline, your comfort with risk, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
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 persist after you retire.
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 attracting and retaining employees.
Let Us Help Assist With Your Dreams And Goals
Looking for help reaching financial goals in the Springfield area?
Let's work toward your financial dreams
Simple Insights®
What is the difference between a will and a trust?
What is the difference between a will and a trust?
Wills and trusts are an important part of estate planning. Wherever you are in the planning process, know your options.
Good reasons to keep working after retirement
Good reasons to keep working after retirement
The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.