Investment services in and around Cedar Rapids

Navigate 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

It's always a good time to start preparing for retirement.

Investment Services

Are you looking to establish an emergency fund, invest for retirement, or save for a new house? State Farm agents are ready to help you know where to start.

Education Savings Plans

Your agent Heath Kilpatrick can help walk you through the various options of saving for college.

Estate Planning

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

Annuities

The type of annuity that you choose depends on a few factors like when you want your income payout to begin, your stage of life, your goals, and more. For assistance investigating specific options, registered agent Heath Kilpatrick is happy to help.

Business Retirement Plans

There is much to ponder when running a small business, including retirement plans, business continuation, and other important employee considerations. Offering benefits to your employees can make a big difference in appealing to and maintaining employees.