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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 explore.

Investment Services

Whether you're looking for assistance with understanding your risk tolerance, identifying goals, or uncovering other needs, State Farm is here to help.

Education Savings Plans

Your agent Katie Young can help walk you through the details of saving for college.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income you're looking for post-retirement.

Business Retirement Plans

State Farm has multiple retirement savings plans for both business owners and their employees.

Let Us Help You Fulfill Your Dreams And Goals

Profile photo of a State Farm Agent named: Katie Young

Katie Young

State Farm® Insurance Agent
Office Address:
2707 W Washington Suite E
Springfield, IL 62702
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Looking for help reaching financial goals in the Springfield area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.

Simple Insights®

Taxes on retirement income calculator

You have money saved up, but how will taxes and inflation affect it? Find out how much your savings is worth with this tax calculator for retirement income.

How to get out of debt

Debt can be easier to get in than out of. Check out these tips and strategies to learn more about effective debt reduction.