Investment services in and around Frankfort
State Farm Can Help With Your Financial Aspirations
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 Frankfort, KY State Farm agent Jason Dunn can help you explore.
Investment Services
Are you looking to plan for college expenses, establish an emergency fund, or invest for retirement? State Farm agents are prepared to help you know where to start.
Education Savings Plans
When saving for college, even modest contributions can help over time.
Estate Planning
As you sift through options and goals, including Frankfort State Farm agent Jason Dunn, can be a valuable source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Jason Dunn is happy to help you examine your options.
Business Retirement Plans
State Farm has multiple retirement savings alternatives for both business owners and their employees.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Georgetown
- Shelbyville
- Versailles
- Lexington
- Owenton
- Lawrenceburg
- Louisville
- Midway
- Simpsonville
- Sadieville
- Waddy
- Franklin County
- TWO CREEKS
Frankfort neighbors, State Farm may be able to help you reach your financial goals.
Let's work toward your financial dreams
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Simple Insights®
What is a special needs trust?
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
Which retirement accounts are right for you?
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.