You wear a lot of hats as a business owner– let us handle your assets and retirement planning. Our planning professionals can help you evaluate options to maximize your business' assets and secure the future for you, your family and your company. Extraco Wealth & Trust has tailored options and plans that can help you financially protect yourself, employees and business.
Service Offerings:
- Asset Planning
- Retirement Planning
- Simplified Employee Pension (SEP) IRAs
- Profit-Sharing Plans
- Cash Balance Plans
- Defined Benefit Plans
