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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Chad Mitchell is happy to help walk you through the details.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, identifying goals, and more!
Education Savings Plans
There are specifics to think about before starting to save for education. These include amount to save, flexibility, time left before needing savings, and more. Agent Chad Mitchell in Independence, MO would love to help you explore the options that may be right for you.
Estate Planning
Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.
Annuities
Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Chad Mitchell can help you as you consider the specifics.
Business Retirement Plans
State Farm provides several retirement savings options tailored for business owners and their employees.
Let Us Help You Achieve Your Dreams And Goals
We also offer Investments services in:- Independence
- Blue Springs
- Sugar Creek
- Lees Summit
- Buckner
- Kansas City
- Jackson County
Chad Mitchell
State Farm® Insurance Agent
Discover how State Farm can help you reach your financial goals
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Simple Insights®
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Take time to create a financial emergency plan
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If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?
Simple Insights®
How to apply for college scholarships: It could save you money
How to apply for college scholarships: It could save you money
Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.
Take time to create a financial emergency plan
Take time to create a financial emergency plan
If you found yourself facing a major life crisis, would you be prepared to handle the financial fallout?