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Financial PlanningWeâ€™re more than a bank that offers financial planning. Weâ€™re financial experts with the banking tools to help you dream, plan, navigate, and achieve your goals. Wherever you are in life, we can help you take the next step â€” and to move that much closer to your future.
Long Term Care
Wealth ManagementAt PlainsCapital Bank Wealth Management & Trust, the administration of trusts and estates is at the core of our services and requires special expertise. We work with you, your attorney, and your accountant to help you create and implement your estate plan.
Roth IRAIf you leave your job or retire, you don’t have to cash out your qualified retirement plan. You can keep the tax-deferred status of your funds by rolling them directly into a Traditional or Roth IRA.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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