Protection for Your Life’s WorkYou can spend a lifetime working to build an estate. Decades of hard work, diligence and patience go into putting yourself in the position to leave a legacy. When it’s time to consider your estate plan, you deserve a trusted financial partner who can help you make the transition from building an estate to protecting it for future generations. Whether it’s to benefit loved ones or charity, Wealth Management by CommunityAmerica can help you plan for your legacy.
Designing a Plan for Your Legacy
Making a Plan
communicating with heirs or beneficiaries, charitable goals or unique family needs.
Neither Copper Financial, LLC (“CuFi”) nor its associated persons are attorneys and cannot offer legal advice. Consult with an attorney before making any changes to your estate plans.
Your Personalized Plan
Prepare for your financial “now” and your financial future.Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
Get Ready for Retirement
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