Estate Planning
Protection for Your Life’s Work
You can spend a lifetime working to build an estate. Decades of hard work, diligence and patience go into putting yourself in the position to leave a legacy. When it’s time to consider your estate plan, you deserve a trusted financial partner who can help you make the transition from building an estate to protecting it for future generations. Whether it’s to benefit loved ones or charity, CommunityAmerica Wealth Management can help you plan for your legacy.Designing a Plan for Your Legacy
Neither Copper Financial, LLC (“Copper Financial”) nor its associated persons are attorneys and cannot offer legal advice. Consult an attorney before making changes to your estate plans.
Ready to get started? We’re here to help.
Contact a Wealth Advisor
Your Personalized Plan
Prepare for your financial “now” and your financial future.
Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
Get Ready for Retirement
No matter where you are on your path to retirement, CommunityAmerica Wealth Management has the resources and the expertise to help you better prepare. We’ll work with you to find a personalized plan based on your needs and goals, with offerings including both Traditional and Roth IRA accounts.
Calculators
Profit Payout*
Investing in YOU by sharing our profits.
As a not-for-profit credit union, we return our profit to those who bank with us in many ways – like competitive rates, low fees, and our annual Profit Payout. See how much you may be able to earn through our long-standing annual give-back, where we’ve returned $100 million to members over the past 13 years.
Member Favorites
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
