Right now, retirement may feel like a distant dream. But the more you invest now, the bigger the payoff could be later. VyStar Investment Services wants to help you treat your current self for investing in your future self with this limited time offer: 

Get a bonus of up to $700* with your investment in:

  • Retirement income planning
  • Annuities
  • Long-term care planning
  • 401(k) rollover services
  • Social security planning

Submit the form below to schedule your complimentary consultation today or call us at 904-908-2495.

*VyStar Credit Union will pay a cash bonus, in the form of a Direct Deposit to your VyStar savings account during the offer period, 2/16/23 - 5/31/23. The account must be funded within 60 days of the opening date and the deposit must be held in the account for at-least 90 days from the date of deposit to receive the bonus. Once the 90-day requirement is met, the bonus will be issued to the account holder within 14 business days. Limit one offer per member/ non-member. All deposits must be received within 90 days of the conclusion of the campaign to be eligible for this promotion, The minimum qualifying deposit to participate in the bonus offer is $25,000, which will award you a bonus of $100. For purposes of this offer, qualifying net new assets are calculated by adding total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) and subtracting assets withdrawn or transferred out of the account within the preceding 52 weeks. To receive $100 bonus, account must be funded with $25,000- $49,999. To receive $200 bonus, account must be funded with $50,000- $99,999. To receive $300 bonus, account must be funded with $100,000-$149,999. To receive $400 bonus, account must be funded with $150,000- $249,999. To receive $500 bonus, account must be funded with $250,000 or more. To receive an additional $200 bonus, an advisory account must be opened and funded with $25,000 or more. This is not an offer or solicitation in any jurisdiction where VyStar Investment Services and VyStar Credit Union is not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. You have choices about what to do with your employer sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit vystarinvestmentservices.com or call an LPL Financial Advisor at VyStar Investment Services at 904-908-2495 or 1-800-445-6289 option 4, ext. 2495 for more information about your choices.