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Investment services in and around Nixa

State Farm can help with your financial aspirations

Contact Agent David

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 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

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: David Dupree

David Dupree

State Farm® Insurance Agent

Location

1563 Rosewood Rd
Suite D
Nixa, MO 65714

Looking for help reaching financial goals in the Nixa area?

Take steps toward meeting your monetary objectives, intentionally

Contact Agent David

Insurance and Financial products offered

Simple Insights®

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