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.


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 and Special Needs Planning Center are marketing names 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


Special Needs Means Special Planning.

Our goal at the Special Needs Planning Center is to provide services and resources that help parents throughout the different stages of their child's development while also helping them achieve their own financial goals.

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