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Investment services in and around Grand Island

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

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Lisa Willman is happy to help explore the details with you.

Investment Services

Whether you're looking for assistance with discerning your time horizon, understanding your risk tolerance, or uncovering other needs, State Farm is here to help.

Education Savings Plans

There may be much to consider when it comes to your plan of action for college savings for yourself or a loved one. So, keep some things in mind when looking to save for college, such as even modest contributions can help over time.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to begin shaping steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

Basic expenses and bills don't stop when you stop working. You want to make sure you're prepared for when you retire. It's understandable. State Farm's annuity products may be the right option to create the stream of income that works for you and your goals post-retirement.

Business Retirement Plans

State Farm can help business owners and their employees save for retirement through a range of tailored alternatives.

Let Us Help You With Your Monetary Objectives

We also offer Investments services in:
  • Grand Island
  • Doniphan
  • Alda
  • Wood River
  • Cairo
  • St. Libory
  • St. Paul
  • Martin, South Dakota
  • Chapman
Profile photo of a State Farm Agent named: Lisa Willman

Lisa Willman

State Farm® Insurance Agent
Office Address:
3308 W. Capital Ave.
Grand Island, NE 68803
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Looking for help reaching financial goals in the Grand Island area?

Take steps toward meeting your monetary objectives, intentionally

Simple Insights®

Questions about Social Security survivor benefits

Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.

Simple Insights®

Questions about Social Security survivor benefits

Who is eligible for Social Security survivor benefits? We break down what survivor benefits are, explain how to claim survivor benefits and identify who qualifies.

What is a group health insurance plan?

Employer provided group insurance health plans offer lower cost insurance for employees since the employer pays a portion of the premium.