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Special Needs Planning Newsletter

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Get financial tips and the latest news relevant to families with special needs with our quarterly Special Needs Planning newsletter.

 

 

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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 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
 
 

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