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
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
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