Investment services in and around Lexington
Navigate 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 Bethany Hicks is happy to help explain the details to you.
Investment Services
If a new home, retirement, or other big life changes are on the horizon, there are agents near you that are prepared who can help you invest for the future.
Education Savings Plans
Thinking about how to begin saving for higher education? It may be time to contemplate available products and services for a friend, yourself, or your spouse.
Estate Planning
It can get overwhelming to try to think through all the goals and options you may have. That's why including State Farm agent Bethany Hicks can be a beneficial 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 how you want your contributions to be handled, your stage of life, your goals, and more. For assistance researching specific options, registered agent Bethany Hicks is happy to help.
Business Retirement Plans
Among other important business considerations, offering retirement plans as an employee benefit is an important decision to think about.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Lexington
- Fayette County
- Chinoe Shopping Ctr
- 40502
- Nicholasville
- Georgetown
- Paris
Looking for help reaching financial goals in the Lexington area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Opening a bank account for kids
Opening a bank account for kids
Learn how to open a bank account for kids and discover the educational benefits these accounts offer for fostering financial responsibility from an early age.
Pension lump sum considerations
Pension lump sum considerations
Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.