BUSINESS SERVICES
HAVE CONFIDENCE IN US. YOU WANT US IN YOUR BUSINESS.
TELL US WHERE YOU SEE YOURSELF IN FIVE YEARS. (AREN'T YOU USUALLY THE ONE WHO
SAYS THAT?)
You've got a vision — you wouldn't have started a business if you
didn't. Let us help you realize it, by helping you take care of some of the
financial issues you may be facing.
At CommunityAmerica, we're here for you, whether you're looking for business services,
insurance or investment advice. We can help you set goals and plan for the future of
your business. And we'll do it all with a focus on providing you with professional
support so that you can achieve the goals that you've been picturing. It's our job to
help you achieve your goals. Find out how we'll do it. Talk to your
CFS* Financial
Advisor at CommunityAmerica Credit Union today.
YOU'RE THE BOSS.
It's our job to help you achieve your goals. Find out how we'll do it. Talk to your
CFS* Financial
Advisor at CommunityAmerica Credit Union today.
INSURANCE
You can help protect the financial health of yourself, your employees and your business
with our complete line of insurance options.
Employee Group Insurance:
+ Term Life
+ Disability
+ Long-Term Care Plans
+ Carve-Out Plans and additional voluntary benefits
Business Insurance:
+ Overhead Expense Insurance
+ Key Person Life Insurance
+ Buy-Sell Insurance
RETIREMENT PLANS
Helping your employees invest for the future is another benefit they'll truly appreciate. It's an opportunity
for you to save for your retirement, too.
Our CFS* Financial
Advisor can help each individual at your company establish
their personal financial goals, and then help them develop a plan and portfolio
to start working toward them. We'll also periodically perform plan reviews to
make sure they're on track.
- 401(k)
- SIMPLE/SEP IRAs
- Defined Benefit Plans
- 403(b)
- Profit Sharing Plans
EMPLOYEE BENEFITS
We can help you create a competitive benefits package — a key step in
building employee retention.
- Deferred Compensation Plans
- Flexible Spending Accounts
- Health Savings Accounts
- Group Life
- Group Disability
- Group Long-Term Care
BEST BOSS EVER. YOUR COFFEE MUG DOESN'T LIE.
From offering great employee benefits that you can also take advantage of, to ways to increase your
operational efficiency, we can help you realize your business vision.
Come see your
CFS* Financial Advisor
at CommunityAmerica Credit Union
and get started today. All our advisors are dedicated career professionals registered through CUSO Financial Services, L.P. (CFS), and are
committed to offering sound, objective advice and finding the best savings plan for you.
*Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. CommunityAmerica Credit Union is affiliated with CFS. Financial Advisors are employees of CommunityAmerica Credit Union and registered through CFS. (Member FINRA/SIPC)