Setting goals is an important part of life in general and financial planning in particular. Investing without knowing what you're trying to achieve is like trying to drive across country without a map or GPS.
Your goals and circumstances may change over time, but it's easier to adjust your plan to accommodate those changes than it is to succeed when you don't know what you're working to accomplish. And with any financial goal, the sooner you start saving and investing for it, the easier it may be to amass the amount you'll need to realize it.
Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you hope to be able to retire, either soon or eventually? Would you like to start your own business? Do you need to pay for your children's college education? Would you like to buy or build a new house? Are you planning a large purchase in the near future?
A VyStar Investment Services' LPL Financial Advisor can help you develop an overall strategy for approaching your financial goals that not only anticipates what you'll need to do to reach them,
but that remains flexible enough to accommodate your evolving financial needs.
Call us today at (904) 908-2495 to schedule a no cost, no obligation consultation. We are also available by email VISMarketing@vystarcu.org.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured VyStar Credit Union deposits and are not NCUA insured. These products are not obligations of VyStar Credit Union and are not endorsed, recommended or guaranteed by VyStar Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. This site is designed for U.S. residents only. The services offered within this site are available through our U.S. Investment Representatives. LPL Financial’s 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.