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, CSFP
Cassandre Wilhelms Mlakar
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Retirees traveling abroad need to know that their health insurance travels with them.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Try these activities to keep your brain sharp.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?