Investment services in and around Frankfort

Frankfort, 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

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 Jason Dunn in Frankfort, KY is here to help!

Investment Services

Are you looking to plan for college expenses, invest for retirement, or establish an emergency fund? State Farm agents are prepped to help you know where to begin.

Education Savings Plans

When saving for college, anyone can contribute.

Estate Planning

As an individual with assets, it is ideal to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.

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 help you reach your goals. Your local registered agent Jason Dunn can help you as you review 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 whether employees and/or employers are able to contribute, if there are annual operation costs or administration fees, and how many people you employ. For further assistance researching your options, your local State Farm agent Jason Dunn is happy to help.