Investment services in and around David City

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 Steve Hicks is happy to help walk you through the details.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

There are details to think about before starting to save for education. These include your comfort with risk, flexibility, time left before needing savings, and more. Agent Steve Hicks in David City, NE would love to help you investigate the options that may be right for you.

Estate Planning

As you sift through options and goals, including David City State Farm agent Steve Hicks, can be a valuable asset 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

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, how you want your contributions to be handled, your stage of life, and more. For assistance examining specific options, registered agent Steve Hicks is happy to help.