Investment services in and around Lexington
Lexington, 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 entering the job world or you've been working for some time.
Investment Services
Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more help, there are different levels of support available to you. Contact agent Mike Brownell in Lexington to learn more about how they can assist you.
Education Savings Plans
Your agent Mike Brownell can help walk you through the details of saving for college.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Mike Brownell is happy to help you consider your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, how many people you employ, if loans are an option, and others. Your local registered agent Mike Brownell can help you study your choices.
Let Us Help Aid Your Dreams And Goals
We also offer Investments services in:- Lexington
- Central Kentucky
- Jessamine County
- Nicholasville
- Bourbon County
- Versailles
- Woodford County
- Franklin County
- Scott County
- Clark County
- Georgetown
- Paris
- Richmond
- Winchester
- Frankfort
- Fayette County
- Midway
- Danville
- Kentucky
- Lancaster
- Harrodsburg
- Wilmore
- Mercer County
- Boyle County
A great choice for help reaching financial goals in the Lexington area
Start working toward your financial goals
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.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.