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Investment services in and around Denver

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

There will most likely come a time when your next career move is to retire, but you can start taking the necessary steps for that day long before.

Investment Services

Are you looking to establish an emergency fund, save for a new house, or invest for retirement? State Farm agents are prepared to help you know where to begin.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

As an individual with assets, it is ideal to have goals. Initiating the process of preparing for the future, starts with constructing goals for while you're alive and after you have passed. State Farm can help you work toward these goals.

Annuities

If you decide that an annuity may be the way to go, there are various options depending on your current stage of life and your future goals. Local registered agent Rich Lyon is happy to help you consider your options.

Business Retirement Plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance understanding your options, your local State Farm agent Rich Lyon is happy to help.

You Have Financial Aspirations. Let Us Help!

Profile photo of a State Farm Agent named: Rich Lyon

Rich Lyon

State Farm® Insurance Agent
Office Address:
7490 Waterside Crossing Blvd.
Suite 200-D
Denver, NC 28037
Map & Directions

Denver neighbors, State Farm may be able to help you reach your financial goals.

Let's work toward your financial dreams

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.

Simple Insights®

What is a retirement annuity?

The main purpose of an annuity is to help provide an income in retirement. A retirement annuity can provide you with a paycheck, no matter how long you live.

Borrowing against life insurance: What to know

Borrowing against life insurance can help secure funds if needed but requires extensive consideration. Learn more about life insurance loans and how they work.