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Financial Planning | Contact Us

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.

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

Starting out

Develop essential skills like managing debt, saving for short-term and long-term goals, and how to invest your money.

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Retirement

Plan for the retirement you want with savings strategies, health care planning, and key facts about Social Security.

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Building Wealth

Maximize your earnings with investment strategies that can help you save for life’s big moments.

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Education

Learn more about key insights to successfully save for a college education.

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Estate Planning

Estate planning is an important component of your financial plan.

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Chisholm Trail Financial


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.