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Plan

InvestRx Financial Roadmap

Are you overwhelmed by an increasingly complicated web of financial decisions?  It can be tough to prioritize student loan payments, short term goals, and retirement savings – especially if you’re on a resident’s budget. 

Meet with an advisor who will help you clarify your goals and develop a custom Financial Roadmap, so you can move forward confidently.

Even if you don’t have money to invest, the Financial Roadmap will give you a head start on your financial journey. 

Learn more about the Financial Roadmap

Book a financial road map if you:

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Need a plan that’s customized to your situation

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Need clarity about tackling your student loans

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Don’t know when you can start saving or investing

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Want the advice of a trusted financial professional

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Are experiencing financial changes through life transitions

Invest

InvestRx Investment Accounts

So you’ve been working for a few years now and have done a good job of saving, but you’re not sure what to do with the money you’ve put away. 

The bank pays a low interest rate, a Robo-advisor puts you in a generic portfolio, and an in-person advisor seems expensive. 

Our “hybrid” investment service gives you the convenience of an online platform, paired with the expert advice of our InvestRx® Advisors.  And it’s all offered at about half the price of a traditional in-person advisor.

Start Investing

Open an Investment Account if you:

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Want to invest in the stock market, with no minimum to get started

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Are too busy to meet with an in-person advisor, but you want personalized advice

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Would rather follow proven models than a DIY investment plan

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Want to consolidate your retirement investments from past employers

Additional Services

Save

Everyone needs cash reserves that can be accessed at any time. Save toward your short-term goals while earning a competitive interest rate with InvestRx Save.

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Protect

Protect your wealth, for now and for later. Browse term life insurance quotes in minutes and provide security for those who depend on you.

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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.