Estate Planning

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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, Wealth Management by CommunityAmerica can help you plan for your legacy.

Designing a Plan for Your Legacy

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Estate Analysis

We’ll start by taking a look at your current assets and discussing your existing estate plan.
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Asset Allocation

Next, we’ll consider ways to protect and grow your assets and discuss how you want them to be utilized.
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Making a Plan

Then, we can talk about how you want your wishes to be carried out, and who will be responsible for seeing to it. 
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Other Topics

Such as tax considerations,
 communicating with heirs or beneficiaries, charitable goals or unique family needs.

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
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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.
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Get Ready for Retirement

No matter where you are on your path to retirement, Wealth Management by CommunityAmerica 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.
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Calculators

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Start Retirement Savings Calculator

See how much more you’d have at retirement by beginning your savings plan today rather than waiting.
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Millionaire Calculator

Determine how much you would have to set aside each year to reach a million dollars.
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Savings Growth Calculator

Use this calculator to determine the future value of your current savings.
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Profit Payout Share

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 better rates, lower fees, and our Profit Payout. See how much you may be able to earn through our long-standing annual give-back, where we’ve returned $93 million to members over the past 12 years.

Estimate Your Payout

Member Favorites

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High Interest Savings

Grow your money faster at a rate of up to 5.00% APY1 on balances up to $2,500.

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Life Insurance

We can help you find the right policy to set your loved ones up for financial security2.
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Premier Money Market

Enjoy a higher rate of return, plus the flexibility of liquid funds.
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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 Wealth Management by CommunityAmerica 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:

 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value