Plan to Invest Capital Management, Inc. Email Format

Financial ServicesColorado, United States2-10 Employees

Plan to Invest Capital Management, Inc. is a financial advisory firm offering holistic financial planning and wealth management services. The practice uses a proprietary assessment model to create a comprehensive view of a client's financial life and to craft a forward-looking plan. Its approach treats financial planning as a business-oriented process for life, integrating estate considerations with day-to-day needs to develop adaptable strategies.

Headquartered in Denver, Colorado, the firm operates within the financial services industry and serves professionals and owner-managed businesses, including physicians, physician-owned businesses, and clients in telecommunications and aerospace. The company's founder and CEO, John C. Panter, has been in the financial services industry since 1999, applying his background as a clinical social worker and therapist to develop its wealth management process.

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