Investment services in and around Nixa
State Farm can help with your financial aspirations
Contact Agent DavidState 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 move is retirement, but you can start prepping for that day long before.
Investment Services
Depending on your preferred level of involvement in handling your financial affairs, whether you like solving things on your own or prefer more direction, there are different levels of support available to you. Contact agent David Dupree in Nixa to learn more about how they can assist you.
Education savings plans
There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.
Legacy planning
Your goals may include things like providing cash payment upon death to cover expenses, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right choice to create the stream of income that's right for your post-retirement.
Business retirement plans
There is much to consider 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.
Let us help with your dreams and goals
Location
1563 Rosewood RdSuite D
Nixa, MO 65714
Looking for help reaching financial goals in the Nixa area?
Take steps toward meeting your monetary objectives, intentionally
Contact Agent DavidInsurance and Financial products offered
Simple Insights®
Small business benefits to offer
Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.
Pros and cons of automatic payments
Examine the pros and cons of AutoPay before deciding where and how automatic payments might work with your budget strategy.
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What is refinancing and when does it make sense?
Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.