Investment services in and around Colorado Springs
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 fit for you. State Farm agent Dan Lewis is happy to help explore the options with you.
Investment Services
Would you like to invest but aren't really sure where to begin? There are agents near you that are ready to help educate and work with you.
Education Savings Plans
There are considerations to think about before starting to save for education. These include time left before needing savings, your comfort with risk, time left to save, and more. Agent Dan Lewis in Colorado Springs, CO would love to help you investigate the options that may be right for you.
Estate Planning
Your property and its proper stewardship is significant. That's why it's a good idea to start mapping out steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.
Annuities
Depending on your goals, when you want your income payout to begin, 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 Dan Lewis can help you as you examine 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 Dan Lewis is happy to help.
You Have Financial Aspirations. Let Us Help!
Dan Lewis
State Farm® Insurance Agent
Looking for help reaching financial goals in the Colorado Springs area?
Let's work toward your financial dreams
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Tips for planning a wedding on a budget
Tips for planning a wedding on a budget
Planning a dream wedding while sticking to a budget can be challenging. Use these money-saving wedding tips to create your perfect day!
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.