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.
Establish a strong financial foundation.
- Financial Planning
- Investments
- Trust and Estate Planning
Our Services
In today’s financial climate, it can be challenging to confidently create a comprehensive financial strategy on your own. Our LPL advisors can offer dynamic and flexible strategies tailored to your needs.

About Us
Truliant Financial Advisors, available through LPL, will help you tailor a blend of investment and insurance products that seek to protect your most valuable assets while setting you up for increased financial independence down the road.
- Our Mission
It’s our mission to improve lives by putting members first and provide great service and straightforward financial strategies to help guide their financial future.
- Our Team
With our knowledge and your goals, a sound financial strategy is more attainable than you might think.
Knowledge Can Set You on The Path to Financial Independence
From retirement to funding a college education to fueling your passion for philanthropy, our services and resources can help.

The Power of Compound Interest

Traditional vs. Roth IRA

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

Getting a Head Start on College Savings
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.