Investment services in and around Boulder
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Boulder, CO State Farm agent Jake Christensen can help you consider.
Investment Services
There are options available for you if you'd like additional pointers on saving money for retirement. State Farm agent Jake Christensen can help you explore which path may be right for you.
Education Savings Plans
If you think saving for education is exactly what you're looking for, get in touch with agent Jake Christensen to go through more specifics! Jake Christensen is happy to explore your comfort with risk, your timeline, flexibility, and more.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing for the disposition of a business at death, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are various options depending on your proximity to retirement and your future goals. Local registered agent Jake Christensen is happy to help you investigate your options.
Business Retirement Plans
To determine which retirement benefit option is right for your business, the factors to consider include whether the employee and/or employer can contribute, if loans are an option, how many people you employ, and others. Your local registered agent Jake Christensen can help you investigate your choices.
You Have Financial Aspirations. Let Us Help!
We also offer Investments services in:- Boulder, CO
- Superior, CO
- Louisville, CO
- Lafayette, CO
- Longmont, CO
- Erie, CO
- Niwot, CO
- Broomfield, CO
- Westminster, CO
- Denver, CO
- Fort Collins, CO
- Colorado Springs, CO
- Arvada, CO
- Golden, CO
- Evergreen, CO
- Estes Park, CO
- Littleton, CO
- Cherry Creek, CO
- Castle Rock, CO
- Centennial, CO
- Highlands Ranch, CO
- Greenwood Village
- Summit County
- Larimer County
Jake Christensen
State Farm® Insurance Agent
A great choice for help reaching financial goals in the Boulder area
Let's work toward your financial dreams
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.
Simple Insights®
Money management for teens
Money management for teens
Lessons on money management for teens before they head to college, including how to create a budget, strategies for saving money and ways to use credit responsibly.
Do I need a financial advisor?
Do I need a financial advisor?
What does a financial advisor do and when do I need one? Learn more about financial professionals/planners and when to use them with these insights.