Financial Planning

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

In today’s market, a Financial Advisor can provide insight and guidance based on an understanding of your unique situation. At Truliant Federal Credit Union, one of our CFS Financial Advisors, available through CUSO Financial Services, L.P.*, can offer an in-depth financial review to help you meet your short- and long-term financial objectives.

During the financial planning process, we’ll go through these six steps:

Identify your unique goals and the level of importance of each goal
Examine the financial resources that will help fund the achievement of your goals
Determine the balance of investment risk and return that is appropriate for you
Create your personal plan outlining the investment, insurance, and other services needed to help achieve your financial goals
Discuss the steps needed to put your plan into action
Review your plan and monitor its progress over time

Completing your personal financial review together is a beneficial step toward identifying prudent financial solutions for your needs.

If you would like to learn more about our TFA products and services, available through CFS*, feel free to contact us.

Once Upon a Goal

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.