Plan to Invest Capital Management, Inc.

Financial ServicesColorado, United States2-10 Employees

A financial advisory, Plan to Invest, Capital Management provides a variety of services to help our clients make smart decisions about their money. Taking a holistic approach to financial planning and wealth management, PTICM employs our proprietary assessment model to assemble a comprehensive view of our clients’ financial life, creating a plan forward that translates into a compelling financial future.

The foundation of Plan to Invest, Capital Management's philosophy is in creating a business plan for life. We take a business view when assessing your estate and life vision, and couple that with the fundamentals of your day to day needs. Developing financial scenarios for now and in the future, we explore the full spectrum of financial considerations, accounting for life evolution and changes. Our goal is to educate and inform, in-order-to help guide our clients toward achieving financial confidence

Life is dynamic as are your financial needs, that is why PTICM develops portfolios that are both effective and evolving. 

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John C. Panter, founder and CEO of Plan to Invest, Capital Management has been in the financial services industry since 1999. Following a career as a clinical social worker and therapist, John applied his collective experience to financial planning and wealth management, developing his proprietary Wealth Management process.  Working with clients in dedicated categories, including physician and physician-owned businesses, telecommunications and aerospace, John has cultivated a portfolio of experience that aligns with his clients’ needs.

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