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

Topic Search for Ed Slott

Radio Show

View more Radio Shows

ED SLOTT LIVE!!!

You don’t want to miss….Read More

August 14, 2014

2015 Changes to Plan On

Welcome to 2015! Whether or….Read More

January 8, 2015

He’s BACK!

Dennis has returned from an….Read More

October 29, 2015

ED Slott Publication

View more ED Slott Publications

New Years Resolutions

Disaster-Proof Your IRA with These….Read More

November 21, 2014

Planning For Multiple Beneficiaries in 5 Easy Steps

When do multiple beneficiaries exist?….Read More

December 23, 2013

Roth 5 Year Rules

And do They Apply to….Read More

November 14, 2014

Roth IRA vs. Life Insurance

Leaving a Legacy for Your….Read More

November 7, 2014

10 Questions to Ask Your Financial Advisor

Excerpt from Public Television show:….Read More

October 31, 2014

IRAs Are Different

IRAs are Different IRAs…The Black….Read More

January 7, 2014

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Can IRAs be used to….Read More

December 12, 2013
  • Loading stock data...

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