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Extraco Banks
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Types of Investments

Every chapter of your life is important.
 Let us help you plan them all.

You want someone to understand your goals and help you achieve them.

We understand this and will help you navigate investing decisions addressing where you are today and as your needs may change in the future.

Retirement Planning

Traditionally, retirement is when a person becomes eligible to acquire payback from their social security investment. Today, the age is 66 for people born in 1943-1954, and 67 for those born in the 1960s. However, social security was never intended to be a retirement plan, just a supplement to your life plan.
 
Key Considerations:

  • Understand your palette of risk
  • Stay focused on your long-term goals
  • Decide how you want to live after you retire and how much retirement income is needed
  • Determine if you will outlive your savings or how best to make it last
  • Protecting your retirement is as important as planning your retirement
 


Education Planning

Time is your biggest ally when planning for college. The younger your children are when you start planning, the more time you'll have to save for their education. However, even if your child, or children are a little older doesn't mean it's too late to get started. A small amount every month can quickly add up.
 
Key Considerations:

  • Look for tax incentives and grant programs where possible
  • Learn how to save and invest to optimize your education payment plan
  • Planning for multiple children can be a benefit
 

Premier Checking Plus 

Premier is more than just a title. 

With no fees and superior benefits, earning money has never been easier. Get started today. 

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Financial/Investment Planning


We have the right mix of products to match what works for you. We know that choosing the solution that matches your needs is essential to achieving investment success.

Product Options:

  • Stocks/Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Annuitities
  • Individual Retirement Accounts (IRA) Plans
  • 401(k) or 403(b)(7) Plans


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.