Investment services in and around Independence
State Farm Can Help With Your Financial Aspirations
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 choice for you. State Farm agent Lesley Siegfried is happy to help explore the options with you.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Lesley Siegfried in Independence to learn more about how they can assist you.
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 anyone can contribute.
Estate Planning
As you sift through options and goals, including Independence State Farm agent Lesley Siegfried, can be a helpful resource to help you work through the details. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Depending on your stage of life, your goals, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Lesley Siegfried can help you as you consider the specifics.
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 employees and/or employers can contribute, if loans are an option, and if there are annual operation costs or administration fees. Your local State Farm agent Lesley Siegfried is happy to help you understand your options.
Let Us Help You Accomplish 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
A great choice for help reaching financial goals in the Independence area
Start working toward your financial goals
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.
Simple Insights®
What to consider when choosing a beneficiary for life insurance or other financial accounts
What to consider when choosing a beneficiary for life insurance or other financial accounts
Learn what factors to consider when choosing a life insurance beneficiary or a beneficiary for other financial accounts.
Special needs financial planning
Special needs financial planning
We review creating a special needs financial plan, which can ensure a family member with special needs receives the care they need.