Investments
Investments
You have a plan and a future – let us help get you there! When it comes to investments and financial planning, every situation is unique. And Zeal Financial Advisors understand that. That’s why we offer options to achieve your financial goals for today and for the future. Zeal Financial Advisors will prepare a full-service financial advisory program for you. Your personalized program will include retirement, insurance, and investment services.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
2024 Webinars
August 20 | 7pm | The 3 Transitions to Retirement | Register Here
Webinars are added and updated year-round; bookmark this page and check back often. *All Webinars are Eastern Standard Time (EST).
Working with Zeal Financial Advisors helps prepare you for your future.
Planning and saving for your future requires patience and attention… and often the help of someone you know. That’s why working with Zeal Financial Advisors makes sense. We’re dedicated to making your financial planning experience rewarding and satisfying. Now is the time to start building your financial future. Outliving our money is a common worry; living the retirement of your dreams means making your money last. What’s the secret to securing your financial future? Talk to a Zeal Financial Advisors wealth manager today – we can help.
Full Range of Financial, Budgeting & Investment Tools
Building and managing your nest egg requires time, attention and patience. Find strategies to help you find your way in a financial world that is growing in complexity. Count on Zeal Financial Advisors to guide you with a broad range of products and services.
Helping you reach your financial goals is our number one objective. We’ll work with you to help you make sound financial decisions consistent with your comfort, investment timeline, and goals. We can start small and grow or evaluate and build upon any existing financial plans. The result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and adjust as needed. It just makes sense – as your life changes, so do your financial needs, and we’ll be here for you at every stage of your life.
Your Zeal Financial Professional is Jon B. Lybeck. He has a strong history of working with credit union members and their families and friends. Jon has access to a wide variety of investment and insurance products, and can help answer all these questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Jon is a Registered Representative of LPL Financial, member FINRA/SIPC, licensed insurance agent.
Contact Zeal Financial Advisors for a no-cost, no-obligation consultation.
*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. Zeal Credit Union and Zeal Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Zeal Financial Advisors and may also be employees of Zeal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Zeal Credit Union or Zeal Financial advisors. Securities and insurance offered through LPL or its affiliates are:
Zeal 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.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
