Investment services in and around Lees Summit

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

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left to save, amount to save, your comfort with risk, and more. Agent Jake Wasinger in Lees Summit, MO would love to help you explore the options that may be right for you.

Estate Planning

As an individual with assets, it is understandable to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you make progress toward these goals.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, your goals, how you want your contributions to be handled, and more. For assistance considering specific options, registered agent Jake Wasinger is happy to help.

Business Retirement Plans

There is much to consider 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 appealing to and maintaining employees.