Investment services in and around Prairie Village
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you explore which may be right for you, State Farm agent Alec Bartz in Prairie Village, KS is here to help!
Investment Services
Are you looking to establish an emergency fund, plan for college expenses, or invest for retirement? State Farm agents are prepared to help you know where to begin.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income throughout retirement? An annuity through State Farm may be the reliable income stream you're looking for to help with some of the basic costs of living even after you stop working.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, and others. Your local registered agent Alec Bartz can help you explore your choices.
Let Us Help Assist With 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
A great choice for help reaching financial goals in the Prairie Village area
Start working toward your financial goals
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.
Simple Insights®
Ways to help set financial goals
Ways to help set financial goals
As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.
Cashing out your 401k or taking a 401k loan: What you need to know
Cashing out your 401k or taking a 401k loan: What you need to know
Whether you are considering cashing out your 401k or taking a loan from it, consider this information to help you make an informed decision.