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 decide which may be right for you, State Farm agent Chad Mitchell in Independence, MO is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Chad Mitchell to go through more specifics! Chad Mitchell is happy to discuss your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, 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 examine the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Independence
- Blue Springs
- Sugar Creek
- Lees Summit
- Buckner
- Kansas City
- Jackson County
Chad Mitchell
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Independence area
Let's work toward your financial dreams
Simple Insights®
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.
Simple Insights®
Should you refinance student loans?
Should you refinance student loans?
Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.
Taxes on retirement income calculator
Taxes on retirement income calculator
You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.