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Investment services in and around Richmond

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

Contributing to an Individual Retirement Account (IRA) through State Farm is one way in which you can prep today to enjoy retirement down the road.

Investment Services

You can opt for a variety of financial services choices available to you, taking into account your preferences and goals.

Education Savings Plans

Your agent Kari Bird can help walk you through the various options of saving for college.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin mapping out steps now that will help you reach your goals while you're still alive and continue to have positive impact after you're gone.

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 linger after you retire.

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 if there are annual operation costs or administration fees, whether employees and/or employers are able to contribute, and how many people you employ. For further assistance understanding your options, your local State Farm agent Kari Bird is happy to help.

Let Us Help You With Your Monetary Objectives

Profile photo of a State Farm Agent named: Kari Bird

Kari Bird

State Farm® Insurance Agent
Office Address:
1601 Main Street Suite 406
Richmond, TX 77469-3244
Map & Directions

A great choice for help reaching financial goals in the Richmond area

Let's work toward your financial dreams

Simple Insights®

Things to do before going to college

Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.

Simple Insights®

Things to do before going to college

Prepare your student for the transition from home to college. Discuss finances, health, and insurance to help college-bound kids manage classes and personal life.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.