Capital Consulting & Asset Management Launches InvestRx for Healthcare Leaders
Capital Consulting & Asset Management announced the launch of InvestRx® (investrx.co). This partnership will provide healthcare professionals with financial services in a virtual setting.
“Using our financial expertise built from Capital Consulting & Asset Management, we’re able to bring long-overdue financial education to healthcare professionals,” says Rob Nixon, owner/financial advisor at Capital Consulting & Asset Management. “You no longer have to wait for that extra moment of free time to get a solid financial footing. Now you can talk with trusted advisors on your own schedule.”
InvestRx services include:
- Plan—This is where you want to get started. A simple financial plan to clarify your goals and provide tangible steps to help you reach them. Book your Roadmap today!
- 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.
- Invest—Invest with one of our advisor-built portfolio models using low-cost index funds. InvestRx recommendations are based on your goals and individual risk tolerance.
- 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.
“Virtual financial advisors blend the personal touch of an in-person advisor with the efficiency and lower cost of an online solution,” says Austin Costello, director of client experience and financial advisor at InvestRx.
Designed specifically for the busy lives and unique needs of medical professionals, InvestRx® integrates leading technology with white-glove service to help you bring clarity to your financial future. The Financial Roadmap service provides expert financial advice at a resident-friendly price point. To learn more, visit investrx.co.