Retire Your Way Dream it, plan it, live it.

Our Team

At Trunko Financial, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our work to helping clients design and implement financial strategies aligned with their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

Tyler Trunko Founder & Lead Advisor

Built on Trust. Backed by Expertise.
I founded Trunko Financial to make high-level financial planning simple, strategic, and accessible. As a CERTIFIED FINANCIAL PLANNER™ professional, we operate under the fiduciary standard whenever we provide investment advisory services. This means that anytime we give advice or manage assets in our role as investment adviser representatives, we are legally obligated to act in your best interest.

A Modern Way to Manage Wealth
Today’s world moves fast, and your financial plan should, too. I work with clients across the country through secure virtual meetings on Zoom, Teams, or WebEx, making it easy to stay connected and on track without the inconvenience of traditional office visits.

My Philosophy: Live. Protect. Grow.
Everything I do centers around one clear philosophy:

Live — Build a lifestyle that aligns with your values and goals.
Protect — Apply disciplined, data-driven strategies to help clients manage and plan for potential risks
Grow — Pursue long-term growth through thoughtful investing and proactive planning.

At Trunko Financial, clients gain clarity, confidence, and control over their financial future—with a trusted advisor by their side every step of the way.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

Attend Our Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.