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.