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  • Products & Services
    • Service Strategies
    • Guided Wealth Portfolios
    • Retirement Planning
    • Comprehensive Financial Planning
    • IRAs
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    • Tax-Deferred Annuities
    • College Savings Plans
    • Estate Planning
  • News
    • Calendar
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    • 2020 Key Numbers
  • Tools & Resources
    • Financial Planning Tools
    • Estate Planning Tools
    • Retirement Planning Tools
    • Long-Term Care Planning Tools
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    • Social Security Benefits
    • Retirement Plan Distributions Education Center
  • About Us
    • Meet the Team
    • Request an Appointment
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Tools & Resources

Tools & Resources

VyStar not only provides the financial services you need for every stage of life, we make available the resources, tools and education needed to effectively use those services.
Home > Tools & Resources

Whether you’re just beginning a family, paying for a child’s education, or nearing retirement, these tools from VyStar’s Investment Services LPL Financial Advisors can help you map out a plan and make choices that will get you where you need to go.

Financial Planning Tools
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Goals are important in every area of life, especially financial goals. Use the questions and calculators on the Financial Planning Tools page to point you and your family in the right financial direction.
Estate Planning Tools
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Death and becoming ill aren't something most of us want to have a conversation about, but it's a critical conversation that will make it easier for your loved ones in the long run. We can help with the five essential estate planning documents on the Estate Planning Tools page.
Retirement Planning Tools
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You want to retire some day, maybe soon, maybe in 20 years. It's your end game. Now how do you plan for a retirement you can enjoy? Use the helpful tools on the Retirement Planning Tools page to plan for the retirement you want.
Long-Term Care Planning Tools
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It's important to know what a long-term care policy covers and what it doesn't. How can you make sure your loved ones will have their needs taken care of in the event of the loss their independence? The Long-Term Care Planning page can help answer these questions.
Women Investors
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With longer life expectancies and usually a more conservative take on investing, women should take time to educate themselves about finances to make the best financial decisions for their future. View the video on how to explore your options on the Women Investors page.
Social Security Benefits
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When you are considering what age to retire, social security becomes a hot topic. How will your social security stack up at age 62 versus age 70? Try out the calculators on the Social Security Benefits page.
Rollover Education Center
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A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan. Use the Rollover Education Center to better understand all aspects for a rollover of a traditional IRA or another employer's retirement plan. 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Products & Services
Products & Services

Get to know more about our investment products and services.

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Request An Appointment

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Retirement News
Retirement News

Get the latest news in investments and retirements, updated monthly.

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Tools & Resources
  • Financial Planning Tools
  • Estate Planning Tools
  • Retirement Planning Tools
  • Long-Term Care Planning Tools
  • Women Investors
  • Social Security Benefits
  • Retirement Plan Distributions Education Center
  • Request for Appointment
  • Products & Services
    • Service Strategies
    • Guided Wealth Portfolios
    • Retirement Planning
    • Comprehensive Financial Planning
    • IRAs
    • Mutual Funds
    • Tax-Deferred Annuities
    • College Savings Plans
    • Estate Planning
  • Tools & Resources
    • Financial Planning Tools
    • Estate Planning Tools
    • Retirement Planning Tools
    • Long-Term Care Planning Tools
    • Women Investors
    • Social Security Benefits
    • Retirement Plan Distributions Education Center
  • News
    • Calendar
    • Webinars
    • Retirement Coaching
    • 2020 Key Numbers
  • About Us
    • Meet the Team
    • Request an Appointment

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
 


LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 United States. The services offered within this site are available through our U.S. Investment Representatives, LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all investments and services mentioned are available in every state.

Copyright 2006-2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.

VyStar Investments Services
76 S. Laura Street
Jacksonville, FL 32202
Telephone: (904) 908-2495
Fax: (904) 908-2873
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