Financial Planning | R Bank Texas

Choose The Right Investment Product

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.

Contact us


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

Contact us

Building Wealth

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

Contact us


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

Contact us

Estate Planning

Estate planning is an important component of your financial plan.

Contact us

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.