Investment services in and around O'Fallon
Review 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
The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Kathy Kilo Peterson is happy to help talk you through the details.
Investment Services
Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Kathy Kilo Peterson in O'Fallon to learn more about how they can assist you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Kathy Kilo Peterson to go through more specifics! Kathy Kilo Peterson is happy to discuss flexibility, your comfort with risk, your timeline, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing cash payment upon death to cover expenses, providing for a special needs individual, and more. Preparation can help make these goals more attainable.
Annuities
Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the dependable income stream you're looking for to help with some of the basic costs of living even after you stop working.
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 attracting and retaining employees.
Let Us Help You With Your Monetary Objectives
We also offer Investments services in:- O'Fallon
- Lake St. Louis
- Wentzville
- St. Peters
- Defiance
- New Melle
- St. Charles
- Weldon Spring
- Chesterfield
- Wildwood
- Kirkwood
- Troy
- Dardenne Prairie
- Cottleville
- Warrenton
- Augusta
- Marthasville
- Town & Country
- Frontenac
- Des Peres
- Creve Coeur
- Ladue
Kathy Kilo Peterson
State Farm® Insurance Agent
Looking for help reaching financial goals in the O'Fallon area?
Let's work toward your financial dreams
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.
Simple Insights®
Types of wills and trusts
Types of wills and trusts
What are the differences between a basic will, pour-over will, tax-saving will, living trust and more? Learn more about wills and trusts in this informative article.
When should you buy an annuity?
When should you buy an annuity?
Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.