Financial Planning

In 2021, R Bank and Chisholm Trail Financial Group of Round Rock Texas, and Lincoln Financial Network, announced their partnership to provide          R Bank customers with investment products and financial planning tools. 

What would you like to plan for?

Plan for your future and make the most of your assets. You've worked hard for your money. Our association with Chisholm Trail Financial Group can help you create a roadmap for your future. 


New home

Growing family


Starting a business


Long-term healthcare

Professional setbacks

Paying off debt

Life events




Charlie Castro, CFP®, RICP®             Bruce Bessner, CFP®, LUTCF


Contact us for more information or to set up an appointment. 

Financial Planning | Contact Us

R Bank is not an affiliate of Chisholm Trail Financial Group. Chisholm Trail Financial Group does not provide tax or legal advice.

Securities and variable insurance products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed by R Bank, and may go down in value. Bank products are provided by R Bank.