Alert Testing: Test April 16 2:00pm
Scheduled Maintenance Notification: Our online loan and deposit application portal will be undergoing scheduled maintenance this evening from 12:00 a.m. to 1:00 a.m. Access to the portal may be disrupted during this time.
HOLIDAY CLOSING: In observance of Memorial Day, we will be closed Monday, May 27, 2019. Online banking and the Tru2Go Mobile Apps are available 24 hours a day to manage your account, complete transactions, apply for a loan or become a member.
Planning, Investments & Insurance

Trust & Estate Planning

  • Develop sensible plans for settling your estate
  • Assure personal wishes are administered after your death
  • Prepare for for “What If” scenarios
  • Details
  • Reviews
  • Estate plans aren’t just for the wealthy. Thoughtful estate planning can protect your loved ones from being impacted in unforeseen ways. The Truliant Financial Advisors will serve as a trusted advisor. This program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Check the background of our investment professionals on FINRA's BrokerCheck.

    Whatever your needs, Truliant Financial Advisors will work to implement a wise financial plan that meets your needs in a responsible way while planning for contingencies.  

    Give Truliant Financial Advisors a call to set up an appointment to discuss your individual trust and estate planning.

    (1) Truliant Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services Inc. (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc is a registered broker/dealer in all fifty States of the United States of America.  Representatives are neither tax advisors not attorneys.  For information regarding your specific tax situation, please consult a tax professional. For legal questions, consult your attorney. FR-2440770.1-0219-0321.
  • The most important feedback we get comes from our member-owners. We’re interested in hearing about your experience with Truliant’s products and services. Please provide a detailed review of your experience with this product. Our goal is to provide you with superior service, so you can focus on what really matters.
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