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
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.