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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 option for you. State Farm agent Chad Mitchell is happy to help talk you through the details.

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Chad Mitchell in Independence to learn more about how they can assist you.

Education Savings Plans

Your agent Chad Mitchell can help walk you through the details of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for a special needs individual, providing for the disposition of a business at death, and more.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance exploring specific options, registered agent Chad Mitchell is happy to help.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.

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
Profile photo of a State Farm Agent named: Chad Mitchell

Chad Mitchell

State Farm® Insurance Agent

ChFC® RICP® CLU®
Office Address:
14901 E 42nd St S
Independence, MO 64055
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