Our Typical Clients

Plan to Invest Capital Management supports physicians and medical professionals at all stages of their financial journey. For those just starting their medical career and are looking for ways to manage educational debt while protecting and growing their wealth or for the well-established physician venturing into private practice or looking to protect and preserve their life’s earnings, PTICM will help you develop and design a financial approach to meet your unique needs and business goals. We recognize that physicians face numerous financial hurdles on their path to success and the life they most want for themselves. We want to help mitigate the hurdles, allowing you to achieve everything that is important to you - your family, priorities and life’s imagination.

As your personal CFO, we focus on:

  • Estate planning
  • Wealth enhancement
  • Wealth protection
  • Charitable giving
  • Business planning
  • Succession planning
  • Wealth transfer
  • Probate services
  • Guardianship and conservatorship

Wealth management solves the biggest challenges you
face as a successful provider.

Schedule your complimentary consultation.

Click here to request a complimentary copy of A Guide for Physicians Looking to Make Smart
Decisions About their Money; A Treatment Plan for Managing Wealth Effectively