Investment Options
A strong financial future tomorrow requires careful planning today.
Truliant Financial Advisors1 will help you tailor a blend of investment and insurance products that protect your most valuable assets while setting you up for financial security down the road. Check the background of our investment professionals on FINRA's BrokerCheck.
Financial Planning
Right for you if:
- You want smart tools and expert advice to plan for your financial future
- You are interested in working with a salaried financial advisor who has your best interest at heart
- You want a free private consultation to discuss your current financial situation and future goals
- You want a better understanding of multiple investment and insurance products tailored to your unique needs
Investments
Right for you if:
- You want a better understanding of multiple investment products tailored to your unique needs
- You want flexible plans and options so you can choose what's right for you
- You want peace of mind from a plan that strengthens your financial position
Trust and Estate Planning
Right for you if:
- You want to create a personalized plan that protects your assets and your family
- You want to understand tax implications and minimize their impact on your estate and heirs
- You want to control your estate's investment strategy to benefit your family and special interests
- You want to avoid unnecessary probate costs and delays
Plan for Your Future
We'll help you meet your financial goals.
Savings Goals Help
You have specific savings goals for you or your family. Some are short-term while others are long-term. Learn what products or services are best to meet your savings goals. Answer a few questions to receive a personalized recommendation.
(1) Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.