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Investment services in and around Des Moines

Navigate 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 fit for you. State Farm agent Kari Taylor is happy to help talk you through the details.

Investment Services

If college expenses, retirement, or other big life events are on the horizon, there are agents near you that are ready who can help you invest for the future.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by devloping goals. Goals should be reviewed and updated along the way. State Farm is here to help you achieve your goals both while you are alive and after your death.

Annuities

Basic expenses and bills don't stop 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 way to create the stream of income that's right for your post-retirement.

Business Retirement Plans

State Farm has multiple retirement savings plans for both business owners and their employees.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Des Moines, IA
  • West Des Moines, IA
  • Windsor Heights, IA
  • Valley Junction
  • Beaverdale, IA
  • Drake Neighborhood
  • Ingersoll
  • Polk County, IA
  • Clive, IA
  • Urbandale, IA
  • Merle Hay
  • Downtown Des Moines
  • East Village
  • Grand Avenue
Profile photo of a State Farm Agent named: Kari Taylor

Kari Taylor

State Farm® Insurance Agent

ChFC® RICP®
Office Address:
554 28th St
Des Moines, IA 50312
Map & Directions

Let State Farm be your first choice for help with reaching your financial goals

Let's work toward your financial dreams

Simple Insights®

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.