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
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
There are nearly 1,200 ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.