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Investment services in and around Richmond

Richmond, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One possible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

There are a variety of financial products and services that your agent can help you with, including discerning your time horizon, understanding your risk tolerance, and more!

Education Savings Plans

Interested in ways to start saving for college? It may be time to consider available products and services for a friend, your spouse, or your child.

Estate Planning

Preparing for your future can help to address specific goals such as providing cash for expenses, providing for a special needs individual, providing income to family members, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your proximity to retirement and your future goals. Local registered agent Kari Bird is happy to help you research your options.

Business Retirement Plans

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

Let Us Help Support Your Dreams And Goals

Profile photo of a State Farm Agent named: Kari Bird

Kari Bird

State Farm® Insurance Agent

CPCU®
Office Address:
1601 Main Street Suite 406
Richmond, TX 77469-3244
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Let State Farm be your first choice for help with reaching your financial goals

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Good reasons to keep working after retirement

The most common occupations that seniors take after retirement tend towards part time, flexible schedules. Here are some reasons why you should consider working after retirement.

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Creating a retirement plan that works requires a balance of budgeting and savvy retirement income strategies.