Special Needs Planning

Hero Image

Special Needs. Special Planning.

Children with special needs also need special financial considerations. We have two Wealth Advisors who are passionate about working specifically with families who have children with special needs. Heath Burch and Scott Adams are both Chartered Special Needs Consultants® (ChSNC) who founded the Special Needs Planning Center right here in Kansas City. By assisting families with creating customized plans, they help ensure your child will continue to receive the loving, personalized care you would expect.

Learn More

Professional Picture of Heath Burch

Meet Heath Burch

Director, Wealth Management, CFP®, CTFA, ChSNC™

With degrees in both Finance and International Business, Heath’s financial career began in 2000, and soon after, he found his calling in helping families who have children with special needs. This dedication has led him to serve the special needs community in many ways, including serving as President of the Board for Variety Children’s Charity of Kansas City and involvement with both The Mid-America Games for the Disabled and the Northland Early Education Center.

Living in the area with his wife Martha and three sons (Warner, Whitaker and Sawyer), he has a focus on the Kansas City community. And as a Certified Financial Planner™, Certified Trust & Fiduciary Advisor and Chartered Special Needs Consultant, he has the insight and experience to help develop a plan that’s suitable for both you and your child’s needs.
Contact Heath

Professional Picture of Scott Adams

Meet Scott Adams

Private Wealth Advisor, CFP®, ChSNC™, ChFC

Scott lives with his wife and six children on a farm in Lawson, MO. Scott brings a unique and important perspective. He, too, is the proud parent of three children with special needs. That insight quickly evolved into a steadfast commitment to helping families who have been blessed to have a child with special needs. Scott’s personal experience of planning for all his children led him to discover the specialized knowledge required to plan for their unique legal and financial future. This discovery inspired him to co-found the Special Needs Planning Center right here in Kansas City.

Scott has been a financial advisor since 1994 and has earned the designation of Chartered Financial Consultant® and Certified Financial Planner™ while working with families on their financial and estate needs.
Contact Scott

Member Favorites

Piggy Bank with Coin Being Inserted Icon

High Interest Savings

Grow your money faster at a rate of up to 4.00% APY1 on balances up to $1,500.

Learn More
Large House Icon


Our team of friendly local mortgage experts can help you get into your dream home.
Learn More
Check with Pen Icon

Cashback Free Checking

Earn 1% cash back on the first $500 of monthly purchases2.

Learn More

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