Investment services in and around Lenexa
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
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you determine which may be right for you, State Farm agent Kelsey Ballard in Lenexa, KS is here to help!
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education Savings Plans
When saving for college, anyone can contribute.
Estate Planning
Preparing for your future can help to address specific goals such as providing for a special needs individual, providing income to family members, providing for the disposition of a business at death, and more.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Kelsey Ballard is happy to help you research your options.
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 how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent Kelsey Ballard is happy to help.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Kansas City, MO
- Olathe
- Overland Park
- Shawnee
- Mission
- Prairie Villiage
- Waldo
- Brookside
- Leawood
- De Soto
- Kansas City, KS
- Spring Hill
- Basehor
- Baldwin City
- Lawrence
- Stilwell
- Gardner
Kelsey Ballard
State Farm® Insurance Agent
Looking for help reaching financial goals in the Lenexa area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
Simple Insights®
Ready to retire? Questions to ask
Ready to retire? Questions to ask
As you near retirement, it's important to review your plan and make sure you're financially prepared.
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.