Investment services in and around Lancaster
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 consider which may be right for you, State Farm agent Lee Kennedy in Lancaster, PA is here to help!
Investment Services
If retirement, a new home, or other big life changes are on the horizon, there are agents near you that are happy who can help you invest for the future.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lee Kennedy to go through more specifics! Lee Kennedy is happy to explore flexibility, your comfort with risk, your timeline, and more.
Estate Planning
As you sift through options and goals, including Lancaster State Farm agent Lee Kennedy, can be a worthwhile resource to help you cover all bases. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right way to create the stream of income you need post-retirement.
Business Retirement Plans
Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if loans are an option, if employees and/or employers can contribute, and how many employees you have. Your local State Farm agent Lee Kennedy is happy to help you learn more about your options.
Let Us Help Assist With Your Dreams And Goals
A great choice for help reaching financial goals in the Lancaster area
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Simple Insights®
Preparing a living will and end-of-life care choices
Preparing a living will and end-of-life care choices
Find out how preparing a living will ensures your wishes are honored if you are unable to speak for yourself.
Questions about Social Security survivor benefits
Questions about Social Security survivor benefits
Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.