As a business owner, let us handle your assets and retirement planning to secure your financial future. Our services include asset planning, transfer of ownership, estate planning, 401(k)s, profit-sharing plans, and more, ensuring a smooth transition and long-term security for you and your business.
Our asset planning services help you evaluate options to maximize your business assets and secure the future for you, your family, and your company. We also assist with smooth ownership transfers, estate planning to minimize taxes and protect assets, and asset protection to minimize creditor exposure.
We offer comprehensive retirement planning options tailored to your business needs, including 401(k)s, SEP IRAs, profit-sharing plans, and more. Our approach focuses on understanding your risk tolerance, long-term goals, and desired lifestyle after retirement, ensuring your savings last and your assets grow tax-deferred.
Check out our Wealth & Trust eBook for more information on our services, team, methodology, and more.
Extraco Banks Wealth and Trust, established in 1951, is Central Texas' oldest trust company, offering personalized trust and asset management services. Our dedicated financial professionals provide premier fiduciary services and expert portfolio management, ensuring personalized attention and tailored financial solutions.
Securities are not FDIC or Government Agency, no bank guarantee, may lose value, not a bank deposit, and subject to risk.
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