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Investment services in and around Lees Summit

Explore 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

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Jake Wasinger in Lees Summit, MO is here to help!

Investment Services

There are options available for you if you'd like additional guidance on saving for your future. State Farm agent Jake Wasinger can help you decide which path may be right for you.

Education Savings Plans

Your agent Jake Wasinger can help walk you through the specifics of saving for college.

Estate Planning

Preparing for your future can help to address specific goals such as providing for a special needs individual, providing for the disposition of a business at death, providing cash for expenses, and more.

Annuities

Depending on your stage of life, when you want your income payout to begin, your goals, and other factors, there are different options available for the type of annuity that may help you reach your goals. Your local registered agent Jake Wasinger can help you as you explore the specifics.

Business Retirement Plans

State Farm has numerous retirement savings plans for both business owners and their employees.

Let Us Help You Accomplish Your Dreams And Goals

Profile photo of a State Farm Agent named: Jake Wasinger

Jake Wasinger

State Farm® Insurance Agent
Office Address:
211 NW Executive Way Suite C
Lees Summit, MO 64063-1846
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

What can 529 funds be used for if my child doesn't go to college?

Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

Simple Insights®

What can 529 funds be used for if my child doesn't go to college?

Wondering about 529 plan rules and what happens to unused 529 plan funds? They can be used in other ways. We break down the options.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.