Investment services in and around Roeland Park
Roeland Park, 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 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 David Chavez is happy to help explore the options with you.
Investment Services
Whether you're looking for assistance with identifying goals, discerning your time horizon, or uncovering other needs, State Farm is here to help.
Education Savings Plans
There are considerations to think about before starting to save for education. These include amount to save, flexibility, your comfort with risk, and more. Agent David Chavez in Roeland Park, KS would love to help you investigate the options that may be right for you.
Estate Planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing for the disposition of a business at death, and more.
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 help you reach your goals. Your local registered agent David Chavez can help you as you research the specifics.
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, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent David Chavez is happy to help.
Let Us Help You Reach 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
Looking for help reaching financial goals in the Roeland Park area?
Let's work toward your financial dreams
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.