Investment services in and around Prairie Village

Review Your Financial Goals And Plans With State Farm

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 fit for you. State Farm agent Alec Bartz is happy to help explain the details to you.

Investment Services

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

Education Savings Plans

There are specifics to think about before starting to save for education. These include flexibility, time left before needing savings, amount to save, and more. Agent Alec Bartz in Prairie Village, KS would love to help walk you through the options that may be right for you.

Estate Planning

It can get to be a lot to try to think through all the goals and options you may have. That's why including State Farm agent Alec Bartz 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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your goals, your stage of life, and more. For assistance exploring specific options, registered agent Alec Bartz is happy to help.

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, if there are annual operation costs or administration fees, and if loans are an option. Your local State Farm agent Alec Bartz is happy to help you decipher your options.