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Investment services in and around Cincinnati

Review 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

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

Investment Services

Depending on your preferred level of involvement in handling your finances, whether you like solving things on your own or prefer more service, there are different levels of support available to you. Contact agent Kent Smith in Cincinnati to learn more about how they can assist you.

Education Savings Plans

When saving for college, even modest contributions can help over time.

Estate Planning

As you sift through options and goals, including Cincinnati State Farm agent Kent Smith, can be a valuable source to help you have clarity on the specifics. Your insurance agent may help you on the insurance choices and specifics that are ideal for you and your beneficiaries.

Annuities

The type of annuity that you choose depends on a few factors like your stage of life, when you want your income payout to begin, how you want your contributions to be handled, and more. For assistance investigating specific options, registered agent Kent Smith is happy to help.

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, if there are annual operation costs or administration fees, and whether employees and/or employers are able to contribute. For further assistance deciphering your options, your local State Farm agent Kent Smith is happy to help.

Let Us Help You With Your Monetary Objectives

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Kent Smith

State Farm® Insurance Agent

ChFC® CLU® LUTCF®
Office Address:
1251 Kemper Meadow Drive Suite 600
Cincinnati, OH 45240-1765
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Simple Insights®

Ready to retire? Questions to ask

As you near retirement, it's important to review your plan and make sure you're financially prepared.

What is an immediate annuity and is it right for you?

An immediate annuity can be a useful tool to help create a guaranteed income stream in retirement that you can depend on month to month.