Investment services in and around Independence
Independence, 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 Kurt Goeser in Independence, MO is here to help!
Investment Services
If retirement, college expenses, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Kurt Goeser can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Kurt Goeser can help you as you investigate the specifics.
Business Retirement Plans
State Farm has multiple retirement savings plans for both business owners and their employees.
Let Us Help You With Your Monetary Objectives
Discover how State Farm can help you reach your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
How to prepare for a divorce
How to prepare for a divorce
Consider these divorce planning tips to help you be better prepared.
Simple Insights®
Financial goals by age: a decade-by-decade approach
Financial goals by age: a decade-by-decade approach
Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
How to prepare for a divorce
How to prepare for a divorce
Consider these divorce planning tips to help you be better prepared.