VyStar Investment Services offers comprehensive financial planning to help you have the ability to track your progress every step of the way.
Here’s how it works:
One of our VyStar Investment Services representatives will work with you to learn about your financial goals and help you create a roadmap to pursue them.
We’ll review and assess your current financial statements, including:
- Current and Future Income Illustrations
- Current and Future Expense Projections
- Tax Impacts on Your Investments
- Review Estate Planning Essentials
- Assess Current Portfolio
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VyStar Investment Services and may also be employees of VyStar Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, VyStar Credit Union or VyStar Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |