Skip to content

Investment services in and around Lebanon

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

Today is a good day to start prepping for retirement, whether you're newly employed or you've been working for some time.

Investment Services

If a new home, college expenses, or other big life changes are on the horizon, there are agents near you that are prepped who can help you invest for the future.

Education Savings Plans

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

Estate Planning

Your property and its proper stewardship is significant. That's why it's a good idea to begin mapping out 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

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you are done working.

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 retaining employees.

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

Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Simple Insights®