Investment services in and around London
Review Your Financial Goals And Plans With State Farm
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 London, KY State Farm agent Judy Phelps can help you get to know.
Investment Services
There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Judy Phelps to go through more specifics! Judy Phelps is happy to discuss your timeline, your comfort with risk, flexibility, and more.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Judy Phelps can be a helpful resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
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 Judy Phelps is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, if there are annual operational costs or administration fees, and others. Your local registered agent Judy Phelps can help you understand your choices.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- Laurel County
- Clay County
- Jackson County
- London
- Somerset
- Corbin
- Manchester
- Leslie County
- Knox County
- East Bernstadt
- Lily
- Madison County
- Fayette County
- Lexington
Judy Phelps
State Farm® Insurance Agent
London neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.
Simple Insights®
When should I update my estate plan?
When should I update my estate plan?
Marriage, death and divorce are, of course, reasons to update an estate plan. We review other times to review what's included in this financial document.
Rollover your 401k to a traditional IRA
Rollover your 401k to a traditional IRA
With qualified retirement plans like 401ks, you can take your retirement savings with you when you leave your job. Here are the options for you & your money.