Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
The LEARNING library
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The Learning Library

Welcome to the Prout Financial Design learning library. Education is our number one priority. We believe that the more we learn and grow intellectually, the more we’ll have to offer our clients. Not only do we seek to help you manage your finances more successfully, we also seek to be the most relevant source of information available to you regarding the entire retirement planning spectrum.

It’s here that you’ll have access to our favorite resources. Please, take your time by taking a tour. Each tab to your right offers a wealth of information about finances, investments and retirement planning. Admittedly, this is our favorite page.

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Call or come in to qualify for a complimentary consultation:


1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
live comfortably • save intelligently • retire confidently