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Investment services in and around Lebanon

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

There will most likely come a time when your next career decision is retirement, but you can start getting ready for that day long before.

Investment Services

Are you looking to invest for retirement, set up an IRA, or plan for college expenses? State Farm agents are ready to help you know where to begin.

Education Savings Plans

Now is the time to begin saving for college. You can begin setting aside funds for future education through State Farm. That way your earnings can help the designated beneficiary, whether that be a friend, your child, or yourself, as they pursue higher education.

Estate Planning

As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with creating goals for while you're alive and after you have passed. State Farm can help you reach these goals.

Annuities

Basic expenses and bills don't cease when you stop working. You want to make sure you're prepared for when you retire. We understand. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.

Business Retirement Plans

Among other important business considerations, offering retirement plans as an employee benefit is an important decision to consider.

Let Us Help You Fulfill Your Dreams And Goals

We also offer Investments services in:
  • Laclede County
  • Camden County
  • Camdenton
  • Morgan
  • Oakland
  • Conway
  • Pulaski County
  • Phillipsburg
  • Eldridge
  • Falcon
Profile photo of a State Farm Agent named: Carey Heitman

Carey Heitman

State Farm® Insurance Agent
Office Address:
629 W Elm Street
Lebanon, MO 65536-3527
Map & Directions

A great choice for help reaching financial goals in the Lebanon area

Start working toward your financial goals

Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

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Simple Insights®

Estate planning: Understanding the basics

An estate plan does more than just offer direction for assets. Estate planning can help others execute your wishes and take care of those you love.

Strategic small business start-up tips

Tips to help you remove some risk from starting your small business.