Investment services in and around O'Fallon

O'fallon, 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 decide which may be right for you, State Farm agent Kathy Kilo Peterson in O'Fallon, MO is here to help!

Investment Services

Whether you're looking for assistance with identifying goals, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There are considerations to think about before starting to save for education. These include time left to save, flexibility, your comfort with risk, and more. Agent Kathy Kilo Peterson in O'Fallon, MO would love to help walk you through the options that may be right for you.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start laying out steps now that will help you work toward your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that linger after you stop working.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include how many people you employ, if loans are an option, if there are annual operational costs or administration fees, and others. Your local registered agent Kathy Kilo Peterson can help you study your choices.