Scott Adams
Private Wealth Advisor @Copper Financial
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WORK HISTORY
Private Wealth Advisor @Copper Financial
Excelsior Springs, MO, US
The Special Needs Planning Center, a firm created to serve the unique needs of families with children with special needs. We design and implement special needs plans, focusing on the coordination of the families legal and financial plans in order to preserve access to benefits such as social security. In developing these plans we address the family\'s asset management needs, develop a full financial and legacy plan, and address topics such as designing special needs trusts, making guardianship decisions, benefit coordination and preparing for the transition into adulthood.
EDUCATION
University of Kansas
Bachelor's degree
SKILLS
ABOUT SCOTT ADAMS
The Special Needs Planning Center was formed over 10 years ago specifically to work with families like mine who have children with special needs, and to exclusively serve the unique needs of these families. The firm was created out of the need for a comprehensive planning service which would assist families in coordinating their legal and financial plans with the intent of preserving government benefits such as social security. We recognize that every special needs family faces unique challenges every day in caring for their loved ones. It takes a well developed plan to make sure that their loved one continues receiving the same level of care should his or her parents no longer be able to provide it. We have developed a process, and a team around that process, to help families ensure this care. Our plan includes access to specifically designed legal work, an catered view of financial planning and time dedicated to coordinate a care routine for the child. Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. 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. Wealth Management by CommunityAmerica is a marketing name used by CuFi. This site is intended only for residents of the states in which CuFi and the listed financial representative are licensed. Visit cu.financial/disclosures to read CuFi’s Electronic Communications Guidelines.
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