• 
• 
• 
  
• 
• 
• 

When you enroll in the CAPS+ program, you will have immediate access to the Physicians Advantage team of professionals. Each CAPS+ member will be assigned a personal PA Financial Advisor as well as a CAPS+ Coordinator. These professionals are experienced planners and case managers who will act as your personal liaisons through the planning and implementation process.

Once Physicians Advantage receives your enrollment form, we will immediately send you a personal CAPS+ package. This includes a complete reference guide to the program as well as the CAPS+ Fact-Finder. Your first step in the planning process is completing this Fact-Finder. This document provides a starting point for the whole planning process, and your Advisor and CAPS+ Coordinator will help you complete this document in a timely manner. Once Physicians Advantage receives the completed Fact-Finder, your PA Financial Advisor will personally review the document with you to ensure accuracy and to confirm all of your planning goals.

The next step will be for the Advisor to review the document with our entire team of legal and financial professionals. With that information in hand, our professionals will start putting together integrated recommendation on how to plan for ultimate asset preservation, accumulation and defense.

Once our team’s recommendations are complete, the CAPS+ Coordinator will schedule a series of meetings to review the various recommendations with you and provide answers to any questions you may have. Once you have reviewed the recommendations and are comfortable with the proposed course of action, the plan will be implemented by the CAPS+ team.

Click here email us for more information about our CAPS+ program