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Financial Planning

PlainsCapital Bank offers financial planning services focused on defining and prioritizing your goals, creating a plan to achieve them and, most significantly, providing the confidence and peace of mind that comes with knowing you’re making the most of your financial resources.

Our Wealth Management & Trust advisors can analyze your current and projected income and expenses to properly plan for expected liquidity needs. This analysis includes:

  • Cash flow projections
  • Spending plans
  • Debt reduction strategies
  • Scenario analysis (i.e., starting a new job or business, moving to a larger home, etc.)
  • Financial goals planning (i.e., college funding, down payment for home purchase, etc.)

Whether planning for retirement, education expenses or other goals, your personalized financial plan will address your unique situation and identify the specific steps you need to take to achieve your goals.