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 Financial Planning

Do you feel that your financial situation lacks a central, comprehensive strategy that focuses on achieving your goals in a prioritized manner? Or perhaps you feel fairly confident but would appreciate having an expert review your situation? In either case, turn to PlainsCapital Bank. 

We offer a financial planning service focused on defining

and prioritizing your goals, creating a plan to

achieve them and, most significantly, providing

the confidence and peace of mind that come
s

with knowing you’re making the most of your

financial resources.

Whether planning for retirement, education

expenses or other goals, your personalized, printed

financial plan will address your unique situation

and identify the specific steps you need to take to

achieve your goals. 
 

For more information, email wealthmanagement@plainscapital.com or contact a Wealth Management specialist in your area:

Austin​ 512.469.5204
Brownsville​ 956.554.7102
Dallas​ 214.252.4030
Forth Worth​ ​817.258.3727
​Harlingen ​956.392.8006
​Lubbock ​806.791.6836
​McAllen ​956.661.5465

 

Securities, Investment and Insurance Products and Services:
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE