Investment services in and around Colorado Springs

Colorado Springs, 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

Today is a good day to start preparing for retirement, whether you're new to the professional world or you've been working for some time.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.

Estate Planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, whether the employee and/or employer can contribute, if loans are an option, and others. Your local registered agent Dan Lewis can help you investigate your choices.