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Investment services in and around Colorado Springs

Colorado Springs, 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

Now is the time to start preparing for retirement.

Investment Services

There are options available for you if you'd like additional pointers on preparing for your future. State Farm agent Connie Slater can help you decide which path may be right for you.

Education Savings Plans

Your agent Connie Slater can help walk you through the various options 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 cash for expenses, providing for the disposition of a business at death, and more.

Annuities

If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Connie Slater is happy to help you examine your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, if there are annual operational costs or administration fees, how many people you employ, and others. Your local registered agent Connie Slater can help you explore your choices.

Let Us Help Aid Your Dreams And Goals

We also offer Investments services in:
  • Colorado Springs
  • Woodland Park
  • Buena Vista
  • Limon
  • Monument
  • Castle Rock
  • Chaffee County
  • Park County
  • Teller County
Profile photo of a State Farm Agent named: Connie Slater

Connie Slater

State Farm® Insurance Agent

ChFC® CPCU® RICP® CLU®
Office Address:
4730 Centennial Blvd Ste 104
Colorado Springs, CO 80919
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Looking for help reaching financial goals in the Colorado Springs area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Retirement plans for small business owners to consider

Offering a retirement plan, including a SEP IRA, SIMPLE IRA or a 401k, is a great way for a small business to attract and retain employees.

Pros and cons of rolling over 401k to IRA

Consolidating retirement accounts may save you time and money. Read why you should consider consolidating and what the disadvantages are.