Investment services in and around OFallon
Investigate your financial goals and plans with State Farm
Contact Agent JulieState 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 understand which may be right for you, State Farm agent Julie Meyers in OFallon, MO is here to help!
Investment Services
You can choose between a variety of financial services choices available to you, taking into account your preferences and goals.
Education savings plans
There are specifics to think about before starting to save for education. These include flexibility, time left to save, time left before needing savings, and more. Agent Julie Meyers in OFallon, MO would love to help you explore the options that may be right for you.
Legacy planning
Preparing for your future can help to address specific goals such as providing cash for expenses, providing for the disposition of a business at death, providing income to family members, and more.
Annuities
Depending on your goals, your stage of life, when you want your income payout to begin, and other factors, there are different options available for the type of annuity that may be right for you. Your local registered agent Julie Meyers can help you as you explore 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 understanding your options, your local State Farm agent Julie Meyers is happy to help.
Let us help you with your monetary objectives
Location
2738 Highway KOFallon, MO 63368
OFallon neighbors, State Farm may be able to help you reach your financial goals.
Start working toward your financial goals
Contact Agent JulieInsurance and Financial products offered
Simple Insights®
Calculate spending and see the benefits of spending less
Use this savings calculator to add up how much your savings can accrue over the years if you spend less and save more each month.
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Help take the guesswork out of your lifelong financial goals, including your retirement goals, short-term goals and other financial to-do’s at any age.
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The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?