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
It's always a good time to start preparing for retirement.
Investment Services
You can select between a variety of financial services choices available to you, taking into account your preferences and goals.
Education Savings Plans
There are considerations to think about before starting to save for education. These include flexibility, time left before needing savings, your comfort with risk, and more. Agent Jake Wasinger in Lees Summit, MO would love to help you investigate the options that may be right for you.
Estate Planning
When trying to prepare for your future, State Farm agent Jake Wasinger may be a helpful asset to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.
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 extend after you stop working.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to draw and keep employees is to offer the benefit of a retirement plan.
You Have Financial Aspirations. Let Us Help!
Looking for help reaching financial goals in the Lees Summit area?
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
The psychology of spending money and why you may be spending so much
The psychology of spending money and why you may be spending so much
By understanding the psychology of spending habits and why you may be spending so much, you can build better financial habits.