Coordinating Family Assets

Feb

2015

Coordinating Family Assets

Posted On February 9, 2015 By Ben Niehues And has No Comment

We work with you to ensure that you have the money you need to care for your child today and in the future. Weâ€™ll also help you develop a financial plan that allows for your retirement, as well as for the care of your child once youâ€™re unable to provide it.

Retaining Guardianship

Creating Continuity of Care Documents

*Securities and advisory services offered through Copper Financial Network, LLC, Member FINRA/SIPC. CuFi is a SEC registered investment adviser. 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. Special Needs Planning Center is a marketing name used by CuFi.

Coordinating Family Assets

Coordinating Family Assets

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