Our Financial Planning Process
Getting to Know You
When you make the decision to begin your financial planning journey with Wealth Management by CommunityAmerica, we want you to feel confident about your future. So, we start by making the first step all about you. What’s important to you? What are your short- and long-term financial goals? Understanding your unique financial needs and dreams is our first priority. Examples of topics we may discuss with you include:
- Starting your savings journey
- Saving for a specific goal, such as a buying a home or starting a business
- Saving for retirement
- Saving for your child’s college education
- Managing trust assets
- Estate planning
- Special needs planning
Typically, we start with an appointment with one of our Wealth Advisors
. How you meet with the advisor — in person or virtual — is completely up to you. The initial appointment takes about 60 minutes, and you can schedule follow-up appointments when it works best for you.
Ready to get started? We’re here to help.
Contact a Wealth Advisor
Start Retirement Savings Calculator
See how much more you’d have at retirement by beginning your savings plan today rather than waiting.
Retirement Savings Calculator
Find out how well you’ve prepared so far and what you can do to improve your retirement outlook.
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Try out different calculations to help you plan and prepare for your financial future.
Estimate Your Payout
As a not-for-profit credit union, we return our profit to those who bank with us in many ways—like better rates, lower fees and our Profit Payout1
. This year we gave back a record-breaking $9 million to our members. See how your investment accounts with us could help you grow your share.
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High Interest Savings
Grow your money faster at a rate of up to 4.00% APY2 on balances up to $1,500.
We’ve got the resources and tools to help your family plan and prepare your student for college.
Our team of friendly local mortgage experts can help you get into your dream home.
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