Investment services in and around Monument

Monument, 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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.

Investment Services

There are options available for you if you'd like additional guidance on saving money for retirement. State Farm agent Chris Sutherland can help you explore which path may be right for you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Chris Sutherland to go through more specifics! Chris Sutherland is happy to discuss your comfort with risk, flexibility, your timeline, and more.

Estate Planning

Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you quit working.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance researching your options, your local State Farm agent Chris Sutherland is happy to help.