Investment services in and around Lexington
Review your financial goals and plans with State Farm
Contact Agent BethanyState Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can plan today to enjoy retirement later in life.
Investment Services
There are a variety of financial products and services that your agent can help you with, including identifying goals, understanding your risk tolerance, and more!
Education savings plans
There are considerations to think about before starting to save for education. These include amount to save, flexibility, time left to save, and more. Agent Bethany Hicks in Lexington, KY would love to help you investigate the options that may be right for you.
Legacy 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 reach your goals both while you are alive and after your death.
Annuities
Basic expenses and bills don't quit when you stop working. You want to make sure you're prepared for when you retire. It makes sense. State Farm's annuity products may be the right option to create the stream of income that's right for your post-retirement.
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, if loans are an option, whether the employee and/or employer can contribute, and others. Your local registered agent Bethany Hicks can help you research your choices.
Let us help you with your monetary objectives
State Farm agent Bethany Hicks offers Investments services in:
- Lexington
- Fayette County
- Chinoe Shopping Ctr
- 40502
- Nicholasville
- Georgetown
- Paris
State Farm agent Bethany Hicks offers Investments services in:
- Lexington
- Fayette County
- Chinoe Shopping Ctr
- 40502
- Nicholasville
- Georgetown
- Paris
Location
1050 Chinoe RoadSuite 100
Lexington, KY 40502-6571
Looking for help reaching financial goals in the Lexington area?
Let's work toward your financial dreams
Contact Agent BethanyInsurance and Financial products offered
Simple Insights®
What is a special needs trust?
A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.
How to create a retirement income plan
Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.
Which retirement accounts are right for you?
Robust retirement plans with a variety of investments can help you reach your retirement savings goals. Find out which options are right for you.
Types of personal assets and how to manage them
Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.