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Investment services in and around Lees Summit

Explore 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

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 determine which may be right for you, State Farm agent Jake Wasinger in Lees Summit, MO is here to help!

Investment Services

There are options available for you if you'd like additional information on preparing for retirement. State Farm agent Jake Wasinger can help you decide which path may be right for you.

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

When trying to prepare for your future, State Farm agent Jake Wasinger may be a helpful resource 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 goals, your stage of life, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Jake Wasinger can help you as you research the specifics.

Business Retirement Plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let Us Help Assist With Your Dreams And Goals

Profile photo of a State Farm Agent named: Jake Wasinger

Jake Wasinger

State Farm® Insurance Agent

Office Address:
211 NW Executive Way Suite C
Lees Summit, MO 64063-1846
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Simple Insights®

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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.

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.