Product Strategy
The opportunities for financial services at Prout Financial Design range from assistance with client—managed portfolios to the professional management of entire portfolios. No matter where you fall within this continuum, we begin the advising process with a financial plan analysis, a retirement plan analysis, and a review of trusts and other funds. From this we create a Comprehensive Financial Plan, an eight-point analysis of your assets and liabilities that directs us in our process of understanding your needs and opportunities. From your Comprehensive Financial Plan, Dennis determines the ideal recommendations and options for your investments. Prout Financial Design also provides ongoing asset management services, life insurance options and annuities, and both traditional and fee-based portfolio management. Like every aspect of life, your portfolio should be made of dynamic and independent parts that work together to build one cohesive unit. While Dennis’ recommendations will vary according to your individual financial situation, listed below are some products that may be recommended:
The following products are available at Prout Financial Design to balance clients’ financial portfolios:
- Mutual Funds*
- Life Insurance
- Fixed Annuities
- Long-Term Care
- Educational Planning (529 Plans)
- Bonds
- Certificates of Deposit (CDs)
- Custodial Accounts
- Money Markets
- Stocks
- Treasury Bills