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Special Needs Planning

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Special Needs. Special Planning.

Children with special needs also need special financial considerations. We have two Wealth Advisors who are passionate about working specifically with families who have children with special needs. Heath Burch and Scott Adams are both Chartered Special Needs Consultants® (ChSNC) who founded the Special Needs Planning Center right here in Kansas City!

Their goal is to help parents throughout the different stages of their child's development by assisting families in creating customized plans that help ensure the loving, personalized care you would expect for your child while also helping the parents reach their own financial goals.

Planning Resources

When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.

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Social Security Guidelines 

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Special Needs Trusts

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Guardianship

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Family Assets

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Continuity of Care

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Post-Education

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Settlement Planning


Planning Resources

When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.



Meet the Team

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Heath Burch

Private Wealth Advisor, CFP®, CTFA, ChSNC®

With degrees in both Finance and International Business, Heath’s financial career began in 2000, and soon after, he found his calling in helping families who have children with special needs.

And as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust & Fiduciary Advisor, and Chartered Special Needs Consultant® he has the insight and experience to help develop a plan that’s suitable for both you and your child’s needs.

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Scott Adams

Private Wealth Advisor, CFP®, CTFA, ChSNC™, ChFC®, CLU® 

Scott is the proud parent of three children with special needs who understands the specialized knowledge required to plan for their unique future.

Since becoming a financial advisor in 1994, Scott has earned designations of CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust & Fiduciary Advisor, Chartered Special Needs Consultant®, Chartered Financial Consultant®, and Chartered Life Underwriter®.


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 Special Needs Planning Center 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 Credit Union
Deposits or Obligations

Are Not NCUA or otherwise
Federally Insured

Are Not Credit Union
Guaranteed

May Lose
Value