Full-service financial planning and investment management. FINRA Series 7, 63, and 65 licenses,and insurance licensed. Retirement Planning*401K rollover*IRA/SEP IRA*Roth IRA*IRA Transfers*Tax Deferred optionsGeneral Investment Planning*CD's*Trust Accounts*Tax-Free options*Tax-efficient options*Children's accounts*Education IRA*Portfolio allocationsInsurance Planning*Term Life Insurance*Permanent Life Insurance*Tax-Free retirement planning via Life Insurance*Long-Term Care Insurance*Disability InsuranceMutual Funds*Growth Funds*Growth and Income Funds*International/Global Funds*Tax-Free bond funds*Tax efficient fundsAnnuities*Variable Annuities*Index Annuities*Fixed Annuities*Immediate Annuities*Income-for-life productsEquities*Stocks*Real Estate Investment Trusts (REITs)*Exchange Traded Funds (ETFs)*Unit Investment Trusts (UITs)Bonds*Corporate Bonds*Government Bonds*Municipal Bonds*Index CD'sSecurities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. This site is intended only for residents of the states in which CuFi and the listed financial representative are licensed. Visit cu.financial/disclosures to read CuFi’s Electronic Communications Guidelines.