Investment services in and around Roeland Park
Review 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
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 Roeland Park, KS State Farm agent David Chavez can help you get to know.
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent David Chavez in Roeland Park to learn more about how they can assist you.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
Depending on when you want your income payout to begin, your goals, your stage of life, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent David Chavez can help you as you research the specifics.
Business Retirement Plans
State Farm provides several retirement savings choices tailored for business owners and their employees.
Let Us Help Champion Your Dreams And Goals
We also offer Investments services in:- Roeland Park
- Mission
- Merriam
- Fairway
- Overland Park
- Prairie Village
- Kansas City
- Shawnee
- Olathe
- Lenexa
- Leawood
- Johnson County
- Wyandotte County
- Jackson County
- Douglas County
- Lawrence
- Topeka
- Shawnee County
David Chavez
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Roeland Park area
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.
Simple Insights®
Small business benefits to offer
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Borrowing against life insurance: What to know
Borrowing against life insurance: What to know
Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.