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Exciting changes are coming.

To provide you with superior tools and services, we will be converting our broker-dealer and your investment accounts from CUSO Financial Services, L.P. to LPL Financial effective May 17, 2025.

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Establish a strong financial foundation.

- Financial Planning
- Investments
- Trust and Estate Planning

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Leave a Legacy

A strong financial future tomorrow requires careful planning today.

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Our Services

In today’s financial climate, it can be challenging to confidently create a comprehensive financial strategy on your own. Our CFS* advisors can offer dynamic and flexible strategies tailored to your needs. 

Financial
Planning

Portfolio
Management

Retirement
Strategies

Education
Savings

Insurance
Options 

Estate
Planning

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About Us

Truliant Financial Advisors, available through CFS*, will help you tailor a blend of investment and insurance products that protect your most valuable assets while setting you up for increased financial security down the road. 

  • Our Mission

    It’s our mission to improve lives by putting members first and provide great service and straightforward financial solutions to help guide their financial future.

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  • Our Team

    With our knowledge and your goals, a sound financial strategy is more attainable than you might think.

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Knowledge Can Set You on The Path to Financial Success

 From retirement to funding a college education to fueling your passion for philanthropy, our services and resources can help.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have a question?

We’re happy to address any questions you may have, even if you’re not a current client of Truliant Financial Advisors (TFA). After you submit this form, a member of our staff will reach out to you within 24 to 48 hours.

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