FAQs InvestRX Logo

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.

Quick Links

Home

About

Blog

FAQs

Contact

Get Started

Recent Posts

Preparing For and Investing Through Turbulent Markets

What do you do when the market gets “sick”? Whether you have been directly impacted, or just heard about it on the news, I’m sure you know what’s going on. The stock market is down and people are panicking.  A current look at your investment accounts may spark the...

Rx For Your Paycheck: Financial Advice for New Doctors

As a new doctor, you have a lot on your mind. This can make it difficult to balance your work schedule, family life and finances.  However, all of these things can be simpler if you know where to start and have the proper resources to lead you along the way.  One...

InvestRx is a division of Capital Consulting & Asset Management. Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our Disclosure Document (ADV Part 2).

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. CCAM relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. The information does not represent, warrant or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses. CCAM or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All types of investing and investment strategies involve risk including the potential loss of principal. Equity investments are subject to market fluctuations. International and emerging markets may be more volatile and involve additional expenses and special risks. Small-company stocks as compared to large-company stocks entail additional risks, and may have greater price fluctuations. Bonds are exposed to credit and interest rate risk (when rates rise, bond fund prices generally fall).

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. An Index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index.

Insurance product guarantees are based on the financial strength and claims paying ability of the issuing insurance company.

Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.