Investment services in and around Englewood

State Farm Can Help With Your Financial Aspirations

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 Kimberly Brogan Smith is happy to help explore the options with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Kimberly Brogan Smith in Englewood 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 Kimberly Brogan Smith to go through more specifics! Kimberly Brogan Smith is happy to explore your comfort with risk, your timeline, flexibility, and more.

Estate Planning

Whether you hope to help distribute assets to family member and other heirs, provide for the disposition of a business at death, provide for a special needs individual, or something else, preparing for your future can be key to reaching your goals.

Annuities

Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Kimberly Brogan Smith can help you as you review the specifics.