Welcome to FSB Wealth Group
Our team at FSB Wealth Group have a proud history of providing superior service as well as financial knowledge and experience to our clients. Our goal is to provide access to all of the services, knowledge, and advice necessary for you to manage your finances and help pursue your dreams – whatever they may be!
Through our relationship with LPL Financial, we can provide access to financial experience and strategies for virtually every planning or investment need. Whether your goals include retirement, college planning for children or grandchildren, tax advantaged savings, or portfolio review, FSB Wealth Group’s advisors can help.
We offer access to a full spectrum of investment products and services, including stocks, bonds, mutual funds, annuities, Individual Retirement Accounts, insurance, and much more.
As our valued clients, we invite you to take advantage of our outstanding service here at FSB Wealth Group located at First State Bank Shannon-Polo-Lake Carroll. If you would like to schedule an appointment, please call 815.864.2111. We will be happy to schedule a time that is most convenient for you.
FSB Wealth Group thanks you for your patronage and we look forward to serving you in the future!
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Making the most of surprises is a great reason to work with us.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding the value of a home warranty.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
An inside look at how marginal income tax brackets work.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here’s a guide to explain all the parts of Medicare.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.