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Investment services in and around Union

Investigate 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

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 Union, KY State Farm agent Cindy Cason can help you get to know.

Investment Services

There are options available for you if you'd like additional pointers on saving for your future. State Farm agent Cindy Cason can help you research 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 Cindy Cason to go through more specifics! Cindy Cason is happy to review flexibility, your timeline, your comfort with risk, and more.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing for a special needs individual, providing income to family members upon owner's death, and more. Preparation can help make these goals more attainable.

Annuities

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

Business Retirement Plans

Some factors that go into which retirement benefit option may be right for you and your business include, but are not limited to, if employees and/or employers can contribute, how many employees you have, and if loans are an option. Your local State Farm agent Cindy Cason is happy to help you examine your options.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Union, KY
  • Union
  • Boone County
  • Union KY
  • Hebron, KY
  • Florence, KY
  • Florence
  • Florence KY
  • IN
  • Indiana
  • Ohio
  • OH
  • TN
  • Tennessee
  • Crittenden
  • Independence
  • Burlington
  • Williamstown
  • Dry Ridge
  • Ft. Mitchell
  • Erlanger
  • Cincinnati
  • Lexington
  • Louisville
Profile photo of a State Farm Agent named: Cindy Cason

Cindy Cason

State Farm® Insurance Agent
Office Address:
8667 US HWY 42
Suite 400
Union, KY 41091
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Union neighbors, State Farm may be able to help you reach your financial goals.

Take steps toward meeting your monetary objectives, intentionally

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Simple Insights®

Calculate how long to pay off a Home Equity Line of Credit

Use this calculator to help determine the number of months necessary to repay a home equity line of credit in order to meet your financial goals.

How to apply for college scholarships: It could save you money

Help your student apply for college scholarships with these tips for finding scholarship opportunities, writing good essays and submitting applications.