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.
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
- Long-Term Care Plans
- Carve-Out Plans and additional volutary benefits
- Overhead Expense Insurance
- Key Person Life Insurance
- Buy-Sell Insurance
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.
- SIMPLE/SEP IRAs
- Defined Benefit Plans
- Profit Sharing Plans
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.