Read our frequently asked questions below.
Do you offer investment management services in addition to your Financial Roadmap?
Yes. We offer investment management services through our parent company, Capital Consulting & Asset Management. We are also working on an automated online investment platform that will tie into InvestRx®. In the meantime, if you are interested in investing, just reach out via our contact page and we would be happy to help!
Do you offer any other services?
We are also happy to help you apply for low-cost, term life and disability insurance. We use an online quoter that allows you to receive quotes in minutes. Contact us if you are interested in getting a quote.
Are your services only for Doctors?
Nope. We specialize in serving medical professionals (Doctors, Nurses, Chiropractors, Dentists, etc…), but we are happy to help people in other professions as well.
How do I know if your services are right for me?
We believe that the most important thing you can do for your financial future is to create a plan. No matter what phase of life you’re in – from student to the owner of your practice – the Financial Roadmap is an extremely affordable way to get a handle on your finances and set yourself up for the future. Once you’ve completed the Roadmap, we’ll talk about whether or not our other services are a good fit.
I don’t have any money to invest. Is the Roadmap still worth it?
YES. Financial planning is about so much more than investing. Do you have student loans? Are you thinking about buying a home or starting a family? There are so many situations that play into your financial life, and the Roadmap will help you take a comprehensive look at all of them.
Do you offer more comprehensive planning, such as tax & estate planning?
Yes. Our advisors are happy to help put together comprehensive financial plans that fall outside the scope of the Financial Roadmap. Because of the variable nature of these types of plans, the price will vary on a case by case basis. However, we are dedicated to keeping our services affordable. Contact us to learn more about our comprehensive planning services.
Do you have another question that we haven’t addressed?
Please feel free to reach out at any time, and we’ll answer as soon as possible.