Welcome, UNMC Dental Residents!

Where medical professionals plan, save, and invest.

Get Your Financial Roadmap

At InvestRx®, our goal is to help Healthcare Professionals like you plan, save and invest for the future.

Start with a plan

We are offering one Resident a FREE Financial Roadmap.

Meet with an advisor, discuss your unique objectives and receive a custom plan to help you take action toward your financial goals — all from the comfort of your own home or office.

Enter your email below to register.

Scroll through our sample Roadmap below:

Included in your Roadmap

Z
Video call with a licensed Financial Advisor
Z
14+ page report outlining your financial information and custom goals
Z
Gain clarity and control over 3 pressing financial concerns
Z
Walk away with confidence as you work toward your financial goals

Who is InvestRX Logo?

Designed specifically for the busy lives and unique needs of medical professionals, InvestRx integrates an online investment platform with white-glove service with the goal of growing clients’ wealth simply and effectively.

We offer investment accounts and financial roadmapping services, all guided by our team of financial experts, with your goals in mind.

To learn more visit our site here.

 

Investment advisory services offered through Capital Consulting & Asset Management, Inc. (CCAM). Securities offered through Geneos Wealth Management, Inc. Member FINRA, SIPC.