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Client-Focused Wealth Management

Living your best life is a journey—a process we’ll undertake together. By helping you articulate your aspirations, we’re better able to understand where you want to be and develop a road map to help you get there. Whatever your hopes are for the future, you will need to commit to a plan that can take you there.

Retirement planning
Business strategies
Investment planning
Small business strategies
Estate planning
Education planning
Risk management
Tax strategies
Gifting strategies

Located at First State Bank Shannon-Polo-Lake Carroll



Your Process

Client-focused strategies for your wealth management needs.

Our History

Generations of experience to help guide you through your journey.

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

Infinite Resources

Want to learn more about retirement, social security, or estate strategies?

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

First State Bank Shannon Polo Lake Carroll (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First State Bank Shannon-Polo-Lake Carroll and FSB Wealth Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FSB Wealth Group, and may also be employees of First State Bank Shannon-Polo-Lake Carroll. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank Shannon-Polo-Lake Carroll or FSB Wealth Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Florida, Georgia, Iowa, Illinois, Indian, Michigan, Missouri, Montana, Nevada, Tennessee, Texas and Wisconsin.