Financial Planning | R Bank Texas

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Financial Planning

In 2021, R Bank entered a strategic alliance with Lincoln Financial Securities and Chisholm Trail Financial of Round Rock Texas to provide R Bank customers with investment products and financial planning tools.

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

Starting out

Develop strategies with the goal of managing debt, saving for short-term and long-term goals, and learning how to invest your money.

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

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Building Wealth

Develop investment strategies that are designed to help maximize your earnings and save for life’s big moments.

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Learn more about key insights in developing planning strategies with the goal of successful college education funding.

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Estate Planning Strategies

Estate planning strategy is an important component of your financial plan.

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Chisholm Trail Financial

Charlie Castro and Bruce Bessner are registered representatives of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities, Member SIPC, a registered broker/dealer and a registered investment advisor. Branch Office: 109 South Harris Street, Round Rock, Tx 78664. Lincoln Financial Securities is not affiliated with Chisholm Trail Financial nor with R Bank. Each firm is individually and separately responsible for the products and services that they offer.

Securities, insurance products and advisory services are not a deposit of R Bank, not FDIC or NCUA insured, not insured by any Federal government agency, not guaranteed by R Bank and these products may lose value.