Investment services in and around Saint Louis
Navigate 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 options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Saint Louis, MO State Farm agent Kelly Wicks can help you investigate.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like taking a hands-on approach or prefer more guidance, there are different levels of support available to you. Contact agent Kelly Wicks in Saint Louis to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Kelly Wicks to go through more specifics! Kelly Wicks is happy to review your comfort with risk, flexibility, your timeline, and more.
Estate Planning
As an individual with assets, it is understandable to have goals. Initiating the process of preparing for the future, starts with shaping goals for while you're alive and after your death. State Farm can help you work toward these goals.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Kelly Wicks is happy to help you research your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Kelly Wicks is happy to help.
You Have Financial Aspirations. Let Us Help!
Kelly Wicks
State Farm® Insurance Agent
Looking for help reaching financial goals in the Saint Louis area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Checklist for moving into a new house
Checklist for moving into a new house
This new homeowner checklist can help ease your transition when you buy your first home.