Investment services in and around Kansas City
Kansas City, 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
One potential way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).
Investment Services
There are options available for you if you'd like additional guidance on preparing for your future. State Farm agent Jordan Roundtree can help you explore which path may be right for you.
Education Savings Plans
You can start preparing for higher education long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use in the future for furthering education.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are a few different options depending on how close you are to retirement and your future goals. Local registered agent Jordan Roundtree is happy to help you research your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if there are annual operational costs or administration fees, if loans are an option, and others. Your local registered agent Jordan Roundtree can help you understand your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Jackson County
- Johnson County
- Wyandotte County
- Waldo
- Brookside
- Independence
- Plaza/Westport
- Blue Springs
- Lee's Summit
- Downtown Kansas City
- Prairie Village
- Westwood
- Raytown
- Leawood
- Gladstone
- North Kansas City
- South Kansas City
- Grandview
- Mission
- Olathe
- Overland Park
- St. Joe
- Blue Valley
- Riverside
Jordan Roundtree
State Farm® Insurance Agent
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Simple Insights®
Preparing for college in high school
Preparing for college in high school
Boost your student’s college readiness by using this college checklist to help identify key deadlines and milestones to be aware of as graduation nears.
Using indexes to measure stock market performance
Using indexes to measure stock market performance
Market indexes help investors measure stock market performance, and index mutual funds invest to mimic the performance of the indexes.