Investment services in and around Independence
Independence, 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
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 consider which may be right for you, State Farm agent Lesley Siegfried in Independence, MO is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Estate Planning
Your property and its proper stewardship is valuable. That's why it's a good idea to begin constructing steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent Lesley Siegfried is happy to help you consider your options.
Business Retirement Plans
State Farm can help business owners and their employees save for retirement through a range of tailored options.
Let Us Help Assist With Your Dreams And Goals
We also offer Investments services in:- Lee's Summit
- Blue Springs
- Raytown
- Grandview
- Raymore
- Olathe
- Lenexa
- Overland Park
- Kansas City
- Shawnee
- Leawood
- Belton
- Liberty
- Gladstone
- Kearney
- Excelsior Springs
- Columbia
- Ashland
- sugar creek mo
Lesley Siegfried
State Farm® Insurance Agent
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Are you saving enough for college? Find out with this calculator
Are you saving enough for college? Find out with this calculator
Use this calculator to determine how much should be saved for future college costs.
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.