Skip to content
Español
Call
Text

Investment services in and around Winchester

State Farm can help with your financial aspirations

Contact Agent Alan

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 choice for you. State Farm agent Alan Walters is happy to help explore the options with you.

Investment Services

Are you looking to plan for college expenses, save for a new house, or invest for retirement? State Farm agents are prepped to help you know where to begin.

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.

Legacy planning

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

Annuities

Looking for a way to receive payments or regular income during retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business retirement plans

Quality employees can make a huge difference in a small business. A significant way to appeal to and keep employees is to offer the benefit of a retirement plan.

Let us help assist with your dreams and goals

State Farm agent Alan Walters offers Investments services in:

  • Winchester
  • Lexington
  • Paris
  • Richmond
  • Mt Sterling
  • Jeffersonville
  • Stanton
  • Clay City
  • Owingsville
  • Campton
  • Carlisle
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.

State Farm agent Alan Walters offers Investments services in:

  • Winchester
  • Lexington
  • Paris
  • Richmond
  • Mt Sterling
  • Jeffersonville
  • Stanton
  • Clay City
  • Owingsville
  • Campton
  • Carlisle
Profile photo of a State Farm Agent named: Alan Walters

Alan Walters

Walters Insurance Agency Inc

Call
My office
ID card
Map showing State Farm Agent's office

Location

1320 W Lexington Ave
Winchester, KY 40391
Map and directions

Looking for help reaching financial goals in the Winchester area?

Let's work toward your financial dreams

Contact Agent Alan

Insurance and Financial products offered

Simple Insights®

Strategic small business start-up tips

Tips to help you remove some risk from starting your small business.

What is a special needs trust?

A special needs trust involves a plan to assist in caring for your loved ones if you're not there. Learn how one works and what's needed to fund it.

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.

What is refinancing and when does it make sense?

Why refinance a loan? It may make sense to reduce monthly payments or cut the interest rate, but it may have some pitfalls as well.

View more articles

Call us 24/7 at (859) 744-4819

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:

By filling out the form, you are providing express consent by electronic signature that you may be contacted by telephone (via call and/or text messages) and/or email for marketing purposes by State Farm Mutual Automobile Insurance Company, its subsidiaries and affiliates ("State Farm") or an independent contractor State Farm agent regarding insurance products and services using the phone number and/or email address you have provided to State Farm, even if your phone number is listed on a Do Not Call Registry. You further agree that such contact may be made using an automatic telephone dialing system and/or prerecorded voice (message and data rates may apply). Your consent is not a condition of purchase. By continuing, you agree to the terms of the disclosures above.

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.