Covering The Costs of College Education
When it comes to thinking about your child’s future, one of the most important topics is saving for a college education. Wealth Management by CommunityAmerica can help you get started, with investment accounts designed specifically for saving for college. Two common savings tools are College Savings 529 Plans and Coverdell Education Savings Accounts (ESA). Our Wealth Advisors can help you navigate these options to find the one that best fits your family’s financial situation.
College & Career Planning
Setting your student up for success.There’s a lot to consider as your student starts preparing for college:
- Which school is the best fit?
- How much will it cost?
- Where is the campus located?
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.
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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