Investment services in and around Lakewood

Investigate 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 Lakewood, CO State Farm agent Mike Bailey can help you understand.

Investment Services

Whether you're looking for assistance with discerning your time horizon, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Interested in ways to start saving for college? It may be time to think about available products and services for a friend, yourself, or your spouse.

Estate Planning

It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Mike Bailey can be a valuable resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income you're looking for post-retirement.

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 there are annual operation costs or administration fees, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Mike Bailey is happy to help you research your options.