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Investment services in and around Denver

Explore your financial goals and plans with State Farm

Contact Agent Mike

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

Retirement and IRAs

State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you decide which may be right for you, State Farm agent Mike Potts in Denver, CO is here to help!

Investment Services

Depending on your preferred level of involvement in handling your fiscal matters, whether you like solving things on your own or prefer more guidance, there are different levels of support available to you. Contact agent Mike Potts in Denver to learn more about how they can assist you.

Education savings plans

State Farm could help point you in the right direction when it comes to saving for college, where anyone can contribute and even modest contributions can help over time.

Legacy planning

Your goals may include things like providing for a special needs individual, providing for the disposition of a business at death, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.

Annuities

Depending on your goals, your stage of life, 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 Mike Potts can help you as you investigate the specifics.

Business retirement plans

State Farm provides several retirement savings choices tailored for business owners and their employees.

Let us help assist with your dreams and goals

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Mike Potts

Mike Potts Insurance Agy Inc

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Location

3600 S Beeler Street Suite 220
Denver, CO 80237-1803
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A great choice for help reaching financial goals in the Denver area

Let's work toward your financial dreams

Contact Agent Mike

Insurance and Financial products offered

Simple Insights®

Uncover commonly missed tax deductions and help maximize your savings

Taxes are complicated and sorting through the list of tax write offs can feel overwhelming. Check out these simple tax deductions that you don’t want to overlook.

Changing jobs and moving your 401k

If you've invested in your employer's 401k retirement plan, here are 4 things you can do when changing jobs to keep your retirement planning on track.

What is an education savings account?

Education savings account income limits, contributions and withdrawals should all be considered when setting up this important college planning tool.

Types of personal assets and how to manage them

Knowing your assets and their value is vital regardless of your income level. Read more about fixed assets, liquid assets and more.

View more articles

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Please note: Insurance coverage cannot be bound or changed via submission of this online e-mail form or via voice mail. To make policy changes or request additional coverage, please speak with a licensed representative in the agent's office, or by contacting the State Farm toll-free customer service line at (855) 733-7333.