Investment services in and around Saint Louis
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 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 option for you. State Farm agent Kelly Wicks is happy to help explore the specifics with you.
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Kelly Wicks can help you explore which path may be right for you.
Education Savings Plans
Your agent Kelly Wicks can help walk you through the various options of saving for college.
Estate Planning
Are you starting to consider how to prepare for the future? A valuable way to do this is by constructing goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.
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 examining specific options, registered agent Kelly Wicks is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to contemplate.
Let Us Help You With Your Monetary Objectives
Kelly Wicks
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Saint Louis area
Let's work toward your financial dreams
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.
Simple Insights®
How to budget for non-monthly expenses
How to budget for non-monthly expenses
Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.
The basics of setting up and using a trust
The basics of setting up and using a trust
A trust is a useful tool to ensure your assets are used for children in a way you intend. Here are some basics, including appointment of a trustee, to understand.