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 choice for you. State Farm agent Alec Bartz is happy to help walk you through the details.
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 Alec Bartz to go through more specifics! Alec Bartz is happy to explore your comfort with risk, your timeline, flexibility, and more.
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 helpful 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 stage of life, how you want your contributions to be handled, and more. For assistance reviewing specific options, registered agent Alec Bartz is happy to help.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored possibilities.
Let Us Help You Achieve Your Dreams And Goals
We also offer Investments services in:- PRAIRIE VILLAGE
- KANSAS CITY
- JOHNSON COUNTY
- LEAWOOD
- OVERLAND PARK
- JACKSON COUNTY
- ST LOUIS
- WICHITA
- WYANDOTTE COUNTY
- INDEPENDENCE
- LEE'S SUMMIT
- NORTH KANSAS CITY
- GLADSTONE
- SHAWNEE
- LENEXA
- OLATHE
- MISSION
- ROELAND PARK
- LAWRENCE
- KANSAS
- TOPEKA
- COLUMBIA
- MISSOURI
- LAKE OZARK
Alec Bartz
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Let's work toward your financial dreams
Simple Insights®
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.
Simple Insights®
How to financially prepare for a baby
How to financially prepare for a baby
Financially preparing for a baby is an essential part of getting ready for parenthood. Learn more about different strategies for budgeting and preparation.
What is a group health insurance plan?
What is a group health insurance plan?
Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.