Investment services in and around O'Fallon
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
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your O'Fallon, MO State Farm agent Kathy Kilo Peterson can help you consider.
Investment Services
There are options available for you if you'd like additional information on saving money for retirement. State Farm agent Kathy Kilo Peterson can help you explore which path may be right for 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 explore your timeline, your comfort with risk, flexibility, and more.
Estate Planning
It can get confusing to try to think through all the goals and options you may have. That's why including State Farm agent Kathy Kilo Peterson can be a beneficial resource. Your agent can help educate you on your choices regarding insurance that may be right for you and your beneficiaries.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Kathy Kilo Peterson is happy to help you explore your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include if there are annual operational costs or administration fees, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent Kathy Kilo Peterson can help you investigate your choices.
Let Us Help You Reach Your Dreams And Goals
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
Let State Farm be your first choice for help with reaching your financial goals
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
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Simple Insights®
Things to do before going to college
Things to do before going to college
Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.
Medicare coverage: Common questions and answers
Medicare coverage: Common questions and answers
Looking for help with Medicare questions? We break it down for you and explain what it is and what Medicare covers.