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Investment services in and around Springfield

Springfield, Choose State Farm For Help With Your Financial Goals

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 Springfield, IL State Farm agent Katie Young can help you consider.

Investment Services

There are options available for you if you'd like additional information on preparing for your future. State Farm agent Katie Young can help you determine which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Katie Young to go through more specifics! Katie Young is happy to explore flexibility, your timeline, your comfort with risk, and more.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.

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, when you want your income payout to begin, and more. For assistance investigating specific options, registered agent Katie Young is happy to help.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance examining your options, your local State Farm agent Katie Young is happy to help.

You Have Financial Aspirations. Let Us Help!

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Katie Young

State Farm® Insurance Agent
Office Address:
2707 W Washington Suite E
Springfield, IL 62702
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Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.