First Southern Wealth Management

First Southern Wealth Management At First Southern Wealth Management, our first priority is your overall financial success.

Our goal is to assist our clients in every aspect of their financial lives. We provide the most personal service available to each of our clients. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also

discover that our staff truly cares about you and helping make your dreams a reality. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
06/03/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
06/01/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

“At the end of the day, we can endure much more than we think we can.”  Strength isn’t just a mindset — it’s a strategy....
06/01/2026

“At the end of the day, we can endure much more than we think we can.”

Strength isn’t just a mindset — it’s a strategy. At First Southern Wealth Management, we help clients build financial plans that are resilient, adaptable, and designed to weather whatever life brings. Your goals are within reach, and your capacity to achieve them is greater than you realize.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
05/30/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of y...
05/29/2026

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.

Do you have a will? Is it updated?
05/27/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
05/25/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our countr...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country.

Their courage, service, and selflessness have given us the freedoms we enjoy today—something we never take for granted.

At First Southern Wealth Management, we are grateful for those who served and the families who carry their legacy forward.

Today, we remember.

At First Southern Wealth Management, we believe progress begins with a single step. You don’t need perfect timing or unl...
05/25/2026

At First Southern Wealth Management, we believe progress begins with a single step. You don’t need perfect timing or unlimited resources—just a plan and the willingness to move forward.

No matter where you are on your financial journey, we’re here to help you make the most of today while building for tomorrow.

Let’s get started.

Are you looking for a balance? Find yours, starting with this video.
05/23/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Address

301 E. Main Street
Carbondale, IL
62901

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+16185199411

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