Build your financial confidence with a retirement plan.

A happy retirement starts with a strong financial plan. It is common to have questions on how to retire comfortably and maintain your lifestyle, or have concerns about making your money last. Here at VyStar Investment Services (VIS), we understand that with a new chapter of life comes a need for careful planning and personalized strategies.

Our qualified financial advisors will help you pursue financial independence with a complimentary, personalized planning session. VIS can also help you create a legacy plan that distributes your wealth and assets however you desire in order to meet your unique needs.

Our Financial Plans include:

• Social security optimization

• Current and future income and expense projections

• Estate planning essentials

or call 904-908-2495 to schedule a consultation.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 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: