Financial Planning to Protect Your Loved Ones
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Financial Planning to Protect Your Loved Ones
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Financial planning is not only an important way to protect yourself, but can also be used to protect your loved ones.
Having financial plans in place allows you to build trust and provide care, as well as leave a legacy you can be proud of. 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 is a marketing name 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.
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