Move will expand reach to help even more Kansas City families with special needs
LENEXA, KA (March 18, 2013) – Kansas City-based CommunityAmerica Credit Union adds a unique and specialized service to its Financial Planning Services Group available through CUSO Financial Services, L.P. The Special Needs Planning Center has joined the credit union and will continue to offer comprehensive financial planning solutions designed specifically to assist families with special needs.
“We’re thrilled to incorporate the Center into our comprehensive planning efforts and work together to achieve our shared vision to expand the reach to more families with children with special needs,” said Mike Haggerty, Vice President, CommunityAmerica Financial Planning Services available through CFS*. “CommunityAmerica’s mission aligns very nicely with the Center’s purpose and goals — and we’ll work to provide even more families with special needs a broader array of resources and services, as well as access to our convenient branch locations and other competitive banking services and products.”
Formed to exclusively serve the special needs community, the Special Needs Planning Center is dedicated to assisting families in coordinating their legal and financial planning with the intent of preserving government benefits such as social security and ensuring the continuity of quality care for their loved ones.
“This relationship with CommunityAmerica will strengthen our practice’s service to our existing families, while allowing us to expand and serve even more families with special needs in the Kansas City community,” said Scott Adams, founder of the Special Needs Planning Center. “We believe the additional resources and the Credit Union’s unparalleled community outreach and altruistic approach is a perfect match that will enhance the work we do to help Kansas City families —and future generations — live more fulfilling lives.”
About CommunityAmerica Credit Union
CommunityAmerica Credit Union is a full-service financial institution with more than 170,000 members nationwide. As of Dec. 31, 2012, CommunityAmerica had more than $1.8 billion in assets, ranking it among the nation’s largest credit unions. Based on deposits, CommunityAmerica ranks among the top 10 Kansas City-based financial institutions. There are 29 CommunityAmerica branches in Kansas City, and one branch in St. Louis.
CommunityAmerica provides a full suite of financial products, including checking, savings, money markets, mortgages and a variety of loan products to meet member needs. As a not-for-profit, member-owned financial institution, CommunityAmerica offers highly competitive rates on deposits, loans and investments through CFS*, and fewer, lower and sometimes no fees at all. Other convenient products and services include a network of more than 28,000 ATMs, 24-hour online, telephone and mobile banking, Visa credit cards, insurance and financial planning. www.cacu.com.