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Investment services in and around Lexington

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

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Lexington, KY State Farm agent Clint Conrad can help you consider.

Investment Services

There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!

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 cash payment upon death to cover expenses, providing for the disposition of a business at death, 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 various options depending on how close you are to retirement and your future goals. Local registered agent Clint Conrad is happy to help you examine your options.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to ponder.

Let Us Help Champion Your Dreams And Goals

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

Clint Conrad

State Farm® Insurance Agent

ChFC® CLU®
Office Address:
1510 Newtown Pike Ste 128
Lexington, KY 40511
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Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

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Simple Insights®

Tips for planning a trip

Learn some tips for planning a trip to help you make the most out of your vacation.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.