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
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 explore which may be right for you, State Farm agent Dan Lewis in Colorado Springs, CO is here to help!
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing 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
Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Dan Lewis is happy to help you research your options.
Business Retirement Plans
State Farm has multiple retirement savings choices for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
Dan Lewis
State Farm® Insurance Agent
Colorado Springs neighbors, State Farm may be able to help you reach your financial goals.
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Personal net worth
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.
Simple Insights®
What is a prospectus?
What is a prospectus?
Investors can learn about a company’s investment opportunities by reading their prospectus. Find out what’s included and how it can help.
Personal net worth
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.