Investment services in and around Louisville
Investigate 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 Louisville, KY State Farm agent Lisa Sams can help you investigate.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Lisa Sams can help you select which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Lisa Sams to go through more specifics! Lisa Sams is happy to discuss your comfort with risk, flexibility, your timeline, and more.
Estate Planning
Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like how you want your contributions to be handled, your goals, your stage of life, and more. For assistance investigating specific options, registered agent Lisa Sams is happy to help.
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 how many people you employ, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance examining your options, your local State Farm agent Lisa Sams is happy to help.
Let Us Help You Fulfill Your Dreams And Goals
Lisa Sams
State Farm® Insurance Agent
Looking for help reaching financial goals in the Louisville area?
Let's work toward your financial dreams
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Simple Insights®
Organize paying bills
Organize paying bills
You can help prevent misplaced bills, late payments and general stress with these organized paying bills habits.
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.