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Investment services in and around Denver

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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Rich Lyon in Denver, NC is here to help!

Investment Services

There are options available for you if you'd like additional information on saving for your future. State Farm agent Rich Lyon can help you research which path may be right for you.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

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

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 carry over after you retire.

Business Retirement Plans

State Farm provides several retirement savings options tailored for business owners and their employees.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Rich Lyon

Rich Lyon

State Farm® Insurance Agent

RICP®
Office Address:
7490 Waterside Crossing Blvd.
Suite 200-D
Denver, NC 28037
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Simple Insights®

Small business benefits to offer

Benefits are a crucial part of a compensation package. Let’s take a look at some common small business benefits packages.

Pension lump sum considerations

Factors that can help determine if a lump sum may be right for you include retirement savings, pension lump sum tax rules and life expectancy.