Welcome from the Investment Center
We at the First State Bank Shannon-Polo-Lake Carroll have a proud history of providing superior service as well as financial knowledge and experience to our customers. 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!
In keeping with this commitment to excellence, we encourage you to visit the Investment Services located at First State Bank Shannon-Polo-Lake Carroll. 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, we can help.
We offer access to a full spectrum of investment products and services, including stocks, bonds, mutual funds, annuities, Individual Retirement Accounts, Long-Term Care and much more.
As one of our valued customers, we invite you to take advantage of our outstanding service here at the Investment Services located at First State Bank Shannon-Polo-Lake Carroll. If you would like to schedule an appointment, please call Shannon at 815-864-2111, Polo at 815-946-2777, or Lake Carroll at 815-864-2125. We will be happy to schedule a time that is most convenient for you.
We at the Investment Services located at First State Bank Shannon-Polo-Lake Carroll thank you for your patronage and look forward to serving you in the future!
Robin Wilhelms Saar
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
When considering life insurance, it's important to understand your options.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate