Investment services in and around Boone
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
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
If college expenses, a new home, or other big life events are on the horizon, there are agents near you that are prepped who can help you invest for the future.
Education Savings Plans
You can start preparing for college long before it's time to enroll. You can start setting aside funds for your child, spouse, friend, or even yourself to use down the road for furthering education.
Estate Planning
As an individual with assets, it is good to have goals. Beginning the process of preparing for the future, starts with shaping goals for while you're alive and after you are gone. State Farm can help you make progress toward these goals.
Annuities
You want to enjoy retirement and not worry about your money running out. An annuity through State Farm may be able to help with some of the basic expenses and bills that remain after you retire.
Business Retirement Plans
Quality employees can make a remarkable impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.
Let Us Help You With Your Monetary Objectives
Rich Lyon
State Farm® Insurance Agent
Looking for help reaching financial goals in the Boone area?
Take steps toward meeting your monetary objectives, intentionally
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
Simple Insights®
Teaching kids how to save for college
Teaching kids how to save for college
Teaching your kids good saving habits like spending only within their means and create saving categories can help get them started saving for college at a young age.
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.