Afraid you’ll outlive your nest egg?
Retirement has multiple stages and no two are alike. We will be your strategic partner for guidance and specialized service to help you meet your unique needs and goals.
Creating a financial plan for college education has never been more important than now.
With a sound plan you can enjoy their high school and college years, and stay on track to retire.
Smart Investment Management.
Professional Advisors at Extraco help build a tailor-made investment portfolio to meet your investment objectives. We call it Smart Investment Management.
Over 80 years of trust management.
Your financial future, and your family's, depend on you being prepared. Establishing a living trust provides organization and better control of your assets. It's convenient for the present, and smart for the future.
Managing your wealth is just as important as financial planning.
Do you want to travel after retirement? What type of balance do you want to have between work and life after and nearing retirement? Where do you want to live? What type of home do you want to live in?
To learn more about this investment professional, visit FINRA's BrokerCheck.
Extraco Banks is a Member FDIC. Securities offered through Extraco Banks are NOT Deposits, NOT Insured by the FDIC or any Federal Government Agency, NOT GUARANTEED by EXTRACO BANKS or its Affiliates, and MAY GO DOWN in value.