who we are

Take Charge of Your Financial Future

TrulyU Wealth Management and Investment Services is an experienced team of financial advisors, available through association with LPL Financial, offering access to a broad range of financial planning and investment resources designed to support your goals and long-term financial success.

Personalized Approach

At TrulyU, financial advice starts with understanding you. Our advisors create customized strategies that reflect your goals, timeline, and risk tolerance, offering flexibility and convenience:

  • Regional Expertise – Work with advisors familiar with local markets and opportunities.
  • In-Person Meetings – Connect face-to-face to discuss priorities and strategy.
  • Virtual Consultations – Access advice from anywhere with secure online meetings.
  • Tailored Strategies – Plans designed for retirement, education, investments, or life transitions.
  • Ongoing Guidance – Regular check-ins to adjust strategies as markets and life circumstances change.
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Ongoing Support

Ongoing Support

Financial planning is not a one-time event. Market fluctuations, life changes, and evolving tax considerations can all influence your strategy. Regular financial reviews can help you assess progress and make adjustments when appropriate.

Our team is here to support you at every stage and can assist with comprehensive financial strategies or focus on specific areas that matter most to you.
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Our Commitment

TrulyU’s mission is to provide access to a wide range of financial solutions and deliver attentive, personalized service. We are committed to helping you evaluate your options and align your financial decisions with your long-term objectives. Explore our products and services to learn more about the financial solutions available to support your goals.
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Our Commitment

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You are about to enter a website hosted by an organization separate from MSUFCU. The products and services on this website are being offered through Trust & Will or its affiliates, which are separate entities from, and not affiliates of, MSUFCU.

MSUFCU does not provide, and is not responsible for, the product, service, overall website content, security, or privacy policies on any external third-party sites. The MSUFCU privacy and security policies do not apply to the linked site. Please consult the site's policies for further information.

Disclaimer
Acknowledgements Upon Use of the Trust & Will App. By clicking the box below, you acknowledge that you individually and on behalf of your heirs and/or beneficiaries (hereinafter individually and collectively, "You" or "Your") will be accessing and/or using services of Trust & Will and Huge Legal Technology Company Inc. (the owner and operator of www.trustandwill.com) and/or of their affiliates, agents, and/or third-party contractors (collectively, "Trust and Will"). You further acknowledge that such services include the Trust & Will site and all related services, self-help documents, forms, and templates provided by Trust and Will, which include, but are not limited to, on-line tools and materials to assist You with the preparation, execution and storage of Your estate planning or other legal documents ("Trust and Will Services"). You acknowledge that you are at least 18 years of age and your use of any Trust and Will Service is done at Your own risk. You further acknowledge that MSUFCU does not recommend or endorse Your use of or reliance upon any Trust and Will Services), and You understand and agree that any decision to use, access, or rely upon any Trust and Will Service(s) is solely Your independent decision. You acknowledge that MSUFCU is not your legal representative and cannot offer legal advice to You. You further acknowledge that by making the Trust & Will app available to You, MSUFCU is not offering You legal advice.

Disclaimer of Liability. You hereby release and discharge Michigan State University Federal Credit Union and its respective directors, officers, agents, and employees ("MSUFCU") from any and all liability, suits, claims, judgments, administrative actions, damages, causes of action and/or any demands arising out of or related to Your use of Trust and Will Services, and You hereby disclaim all rights and any causes of action that You may have against MSUFCU for any direct, indirect, consequential, special, or exemplary damages, or any other losses, costs, or expenses, arising out of or related to Your use or Your reliance upon such Trust and Will Service(s).
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