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
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 explore.
Investment Services
Are you looking to establish an emergency fund, save for a new house, or plan for college expenses? State Farm agents are prepared to help you know where to start.
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Jeff Burtis can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance investigating specific options, registered agent Jeff Burtis is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored choices.
Let Us Help Champion Your Dreams And Goals
Looking for help reaching financial goals in the Springfield area?
Let's work toward your financial dreams
Simple Insights®
Are you better off paying down debt or investing?
Are you better off paying down debt or investing?
This calculator may help you decide if paying off what you owe, or investing your money and letting it grow, is the right strategies to meet your financial goals.
House shopping: Rent vs. buy?
House shopping: Rent vs. buy?
There are many factors to consider when deciding whether to rent vs. buy a home. Learn which option makes sense for you in this article.