Investment services in and around Lincoln

Lincoln, 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 fit for you. State Farm agent Rick Self is happy to help explore the options with you.

Investment Services

Depending on your preferred level of involvement in handling your financial affairs, whether you like figuring things out on your own or prefer more service, there are different levels of support available to you. Contact agent Rick Self in Lincoln to learn more about how they can assist you.

Education Savings Plans

If you think saving for education is exactly what you're looking for, get in touch with agent Rick Self to go through more specifics! Rick Self is happy to explore 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 cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may work for you. Your local registered agent Rick Self can help you as you explore the specifics.