Financial Planning
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. If you’d like to learn more about Copper Financial or our financial advisors, please check us out on FINRA’s BrokerCheck.
Where are you on your investment journey?
Ready to get started? We’re here to help.
Contact a Wealth AdvisorOur 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.
Personalized Approach
Asset Allocation
Measuring Progress
Wealth Management Services
Retirement Planning
Insurance Planning
You’ll go through many stages throughout your life that will require looking at your financial situation through a different lens. Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the right policy to mitigate these risks at each stage in life. With offerings including term life insurance, permanent life insurance, long-term disability and long-term care, we can help find the right coverage for where you are right now.
College Planning
Estate Planning
Wealth Advisors do not provide legal advice. Please consult with your attorney.
Trust Services
CommunityAmerica Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB. CommunityAmerica Trust Services does not offer legal advice. Please consult with your attorney.
Special Needs Planning
Accounts & Products
Rollovers
401(k), 403(b) and 457
IRAs
Traditional, Roth, SEP IRA and Simple IRA
College Savings
529 Plans
Business Retirement Plans
SEP IRA, Simple IRA, 403(b) and Solo 401(k)
More Accounts & Products
- Mutual funds
- Tax-Deferred Fixed/Variable Annuities
- Bonds
- Stocks
- Real Estate Investment Trusts (REITs)
- Exchange Traded Funds (ETFs)
- Managed Accounts
- Insurance
- Custodial Accounts (UGMA/UTMA)
Resources
Retirement Savings Calculator
College Cost & Compare Tool
Retirement Savings Duration Calculator
Check Out All Financial Planning Calculators
Profit Payout
From the Blog
The Rising Power of Women in Investing
Making the Most of Your Tax Return
Podcast: Planning Your 2022 Financial Journey
Your Long-Term Care Planning Checklist
Wealth Management FAQs
Member Favorites
High Interest Savings
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, 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 Obligations of or Guaranteed by the Credit Union |
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 |