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Investment services in and around Lexington

Lexington, 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

One helpful way in which you can start preparing for retirement now is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

Your State Farm agent can help you with a variety of things like defining your financial goals, understanding your risk tolerance and time horizon.

Education Savings Plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Estate Planning

Preparing for your future can help to address specific goals such as providing income to family members, providing for the disposition of a business at death, providing for a special needs individual, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Clint Conrad can help you as you explore the specifics.

Business Retirement Plans

State Farm has various retirement savings possibilities for both business owners and their employees.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Lexington, KY
Profile photo of a State Farm Agent named: Clint Conrad

Clint Conrad

State Farm® Insurance Agent
Office Address:
3090 Harrodsburg Rd Ste 102
Lexington, KY 40503
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Looking for help reaching financial goals in the Lexington area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.

Items to discuss before meeting with an attorney

Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.

Simple Insights®

Personal net worth

A personal net worth statement is a snapshot of your financial health. This article provides a worksheet and explains what should be included.

Items to discuss before meeting with an attorney

Things to consider before meeting with an attorney to prepare a will or trust and questions you may want to ask.