Skip to content

Investment services in and around Holt

State Farm can help with your financial aspirations

Contact Agent David

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

One feasible way in which you can start preparing for retirement today is to begin contributing to a State Farm Individual Retirement Account (IRA).

Investment Services

You can select between a variety of financial services choices available to you, taking into account your preferences and goals.

Education savings plans

When saving for college, even modest contributions can help over time.

Legacy planning

Whether you hope to help provide for a special needs individual, provide for the disposition of a business at death, distribute assets to family member and other heirs, or something else, preparing for your future can be key to reaching your goals.

Annuities

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

Business retirement plans

As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are whether employees and/or employers are able to contribute, how many people you employ, and if there are annual operation costs or administration fees. For further assistance researching your options, your local State Farm agent David Bevins is happy to help.

Let us help with your dreams and goals

A smiling woman and her young daughter sit together on a sofa, looking at a tablet while holding a credit card. They are empowered and ready to manage their next steps with confidence.
Profile photo of a State Farm Agent named: David Bevins

David Bevins

State Farm® Insurance Agent

Location

2049 Cedar St Ste 2
Holt, MI 48842-1406

Looking for help reaching financial goals in the Holt area?

Start working toward your financial goals

Contact Agent David

Insurance and Financial products offered

Simple Insights®

When should you buy an annuity?

Should I buy an annuity when I retire? Is that the best time to buy one? We review when it might be a good time to buy an annuity.

A before and after marriage checklist

A marriage and money checklist and helpful pre- and post-marriage tips may help you and your spouse get off to a strong start.

What To Do When A Loved One Dies

Often, it's difficult to know what to do when a loved one dies. We offer some suggestions to help you through this challenging time.

Avoiding probate

Costs and delays can slow probate. Here are some ways to help save money and speed up the process.

View more articles

Call us 24/7 at (517) 694-2311

Contact info

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Products you're interested in

For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.

Please correct the following: