Investment services in and around Boulder
Boulder, 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better choice for you. State Farm agent Patrick Smith is happy to help walk you through the specifics.
Investment Services
Your State Farm agent can help you with a variety of things like prioritizing your financial goals, discerning your risk tolerance and time horizon.
Education Savings Plans
Your agent Patrick Smith can help walk you through the various options of saving for college.
Estate Planning
Your goals may include things like providing for a special needs individual, providing cash payment upon death to cover expenses, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
The type of annuity that you choose depends on a few factors like your goals, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance examining specific options, registered agent Patrick Smith 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 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 examining your options, your local State Farm agent Patrick Smith is happy to help.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Golden
- Kremmling
- Longmont
- Westminster
- Arvada
- Erie
- Lyons
- Louisville
- Superior
- Broomfield
- Chicago
Patrick Smith
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Boulder area
Start working toward your financial goals
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.
Simple Insights®
Basics of investing
Basics of investing
Investing can be a great way to grow your money over time and help you prepare for retirement. Here are some investing basics to help you get started.
How does 401k matching work?
How does 401k matching work?
Find out how 401k savings plans and employer matching works.