How We Serve Our Clients

VyStar Investment Services is a full-service brokerage firm offering holistic financial planning. We want to meet you where you are in life, no matter what stage you are in. Our experience and resources are at your disposal so that you can receive complete and reliable financial advice. We want to build a lasting relationship with you so that we can be there as your partners through each step of your journey.

Whether you’re just starting out in your career, planning for retirement, growing your family; or running a business, we have your back. We customize our services to each individual we work with because you deserve treatment as unique as you are.

What Is Holistic Financial Planning & Why Does It Matter?

When we create a financial plan for you, we take our time to get to know you and your situation. Holistic financial planning is all about looking at the big picture of your finances. Our customized approach to financial planning ensures that you get what you need when you need it. Your financial plan will be unique to you, and it will change throughout your lifetime.

The benefit of financial planning through the life stages is that you’re always optimizing for your best possible financial future. This includes reducing your taxable income, protecting your family and your assets with insurance; and making financial decisions with your long-term financial goals in mind. Our financial advisors are here for everything from creating your first investment portfolio to planning your retirement income distributions.

Financial Planning for Your Life Stage

Early Career/Recent Graduates

As a young professional or recent graduate, you are just getting started on your financial journey. This is a great time to think about your financial goals for the short and long-term. The sooner you start saving for the future, the more options you will have when it’s time to retire or switch careers.

Our financial advisors can help you understand the different investment vehicles and funds, educating you about the tax implications and rules on withdrawal.

  • While it’s important to prioritize retirement savings, you may also want to set up private investment accounts you can access sooner.
  • Goal Setting & Financial Planning
  • Guided Wealth Portfolios
  • IRAs & ROTH IRAs
  • Stocks, Bonds, ETFs, Mutual Funds
Take the Leap!

Building a Family

You are at a transformative moment in your life where your priorities shift as more people come to rely on you. As a financial provider for your children, it’s important to think about insurance planning. Life insurance is there to protect them when the worst happens, but disability insurance is just as important. Your ability to provide for your family is an asset you must protect.

Your financial plan may change as you create goals with your family. Besides saving for retirement, you may want to contribute to a college savings plan to help with educational expenses. Other financial goals, such as early retirement, traveling the world; or buying a vacation home, may lead you to prioritize your portfolio investments.

  • Comprehensive Financial Planning
  • College Savings & 529 Plans
  • Portfolio & Investment Management
  • Life & Long-Term Care Insurance
Plan for the Future!

Empty Nesters

You have raised your family, and they are now all starting lives of their own. While you may still help them financially, it’s time for you to regroup. Spend some time focusing on your financial future and make sure you’re ready for retirement. This may also be a time when you start a new career, go back to school; or build a business from the ground up.

Our financial advisors are here to help you reach your new financial goals through comprehensive financial planning. We can help you calculate how much you still need to save up to retire and how much money you can expect to receive during retirement.

  • Comprehensive Financial Planning
  • Legacy & Estate Planning
  • Retirement Planning
  • Life & Long-Term Care Insurance
More space, more saving!

In Retirement

Your financial outlook shifts once again as you enjoy your retirement and think about the financial legacy you may choose to leave behind. The priority during retirement is to create an income distribution plan that minimizes your taxes and maximizes your monthly income. With annuities, you can even receive a fixed income, much like a paycheck.

During retirement, you may also think of your legacy and estate plan. Our financial advisors can help you create a legacy plan that avoids probate, protects your heirs from estate taxes; and distributes your wealth the way you envision. This can even include setting up a trust to provide a regular income to your beneficiaries.

  • Legacy & Estate Planning
  • Strategic Income Planning
  • Social Security Planning
  • Tax-Efficient Investment Strategies
Plan. Save. Play!

Work with Our Financial Planners

At VyStar Investment Services, we’re here for you through all the stages of life. It doesn’t matter if you’re just starting out in your career or trying to play catch-up with your retirement savings. We’re here to help you meet your financial goals. Contact us today to schedule an appointment.

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