Financial Planning

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Financial Peace of Mind Starts With a Plan

Everyone’s financial goals are unique. Wealth Management by CommunityAmerica is here to help you reach them with a comprehensive and collaborative approach. Whether you’re an experienced investor or just getting started, our expertise can help guide your short- and long-term plans to achieve financial peace of mind. Our friendly Wealth Advisors are located right here in Kansas City, so you can expect the same top-notch member service you’ve come to know and love from CommunityAmerica.

Wealth Management by CommunityAmerica is a marketing name used by Copper Financial, a wholly-owned subsidiary of CommunityAmerica Credit Union. To learn more about Copper Financial please visit our website. You can also find other important Copper Financial disclosures here.


Where are you on your investment journey?

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Just Getting Started 

In the beginning stage of doing research and starting to save.
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Interested in Planning 

Thinking about investment strategies or retirement planning.
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Ready for Retirement 

Approaching retirement, perhaps considering estate or trust management.

Ready to get started? We’re here to help.

Contact a Wealth Advisor

Our Investing Philosophy

Tailored to your unique story, plans built for your financial goals.

Your financial needs today might differ from your financial needs a year from now. Or 10 years from now. Our Wealth Advisors develop comprehensive strategies to suit both your short- and long-term goals and are here to guide you every step of the way.

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Personalized Approach

We’ll speak with you about your goals, diversification of assets, tolerance for risk and more to build a portfolio based on your personal financial objectives.
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Asset Allocation

How your assets are allocated can have an impact on your returns. We’ll work with you to determine what level of risk tolerance is appropriate to align with your financial goals.
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Measuring Progress

With our advisory accounts, we monitor and measure your progress toward your financial goals and look to take advantage of additional investment opportunities.

Wealth Management Services

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Retirement Planning

Maybe you’re early in your career and have only just started to prioritize saving for retirement. Or perhaps you’re closer to retiring and are wondering how you can bring the lifestyle you envisioned to fruition. Whatever your situation, we can help you plan for a successful financial future.
Start Your Plan

Accounts & Products

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Rollovers

401(k), 403(b) and 457

We provide a variety of account options, so whether you’ve changed jobs or simply want to consolidate your investments to manage them all in one place, we’ve got you covered. For complete details, click here.
Contact an Advisor

Resources

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Retirement Savings Calculator

Find out how well you’ve prepared so far and what you can do to improve your retirement outlook.
Calculate Now
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College Cost & Compare Tool

Determine the true cost of college based on your income level and compare schools.
Compare Now
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Retirement Savings Duration Calculator

See when your retirement savings may run out given a specified monthly income.
Calculate Now
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Check Out All Financial Planning Calculators

Try out different calculations to help you plan and prepare for your financial future.
View All
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Profit Payout

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 Payout1. This year we gave back $8.4 million to our members. See how your investment accounts with us could help you grow your share.
Estimate Your Payout


Wealth Management FAQs

Member Favorites

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High Interest Savings

Grow your money faster at a rate of up to 4.00% APY2 on balances up to $1,500.

Learn More
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Select Money Market

Enjoy a higher rate of return, plus the flexibility of liquid funds.
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Homeowners Insurance

Protect the roof over your head. Along with everything under it.
Learn More

Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value

Insurance products may be sold through CommunityAmerica Insurance Agency, LLC, a wholly owned subsidiary of CommunityAmerica CUSO One, LLC and a licensed insurance agency in Missouri and Kansas. Insurance products:


Are Not Federally Insured

Involve Investment Risk

May Lose Value

Are Not Obligations or Guaranteed by the Credit Union