Investment services in and around Columbia

Investigate Your Financial Goals And Plans With State Farm

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about your bucket list destinations and spending extended time with loved ones in retirement, another practical way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Phyllis Nichols can help you select which path may be right for you.

Education Savings Plans

There are details to think about before starting to save for education. These include time left to save, time left before needing savings, amount to save, and more. Agent Phyllis Nichols in Columbia, MO would love to help you investigate the options that may be right for you.

Estate Planning

When trying to prepare for your future, State Farm agent Phyllis Nichols may be a helpful resource to you. Your agent can help educate you on insurance specifics that may be considered to help meet your goals.

Annuities

The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Phyllis Nichols 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 whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance deciphering your options, your local State Farm agent Phyllis Nichols is happy to help.