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 Retirement Planning

Radio Show

View more Radio Shows

Take the Time

You don’t have to wait….Read More

December 11, 2014

THREE CHANGES in 2016

Every week Shea and I….Read More

December 10, 2015

Planning Alone

Recently, we’ve been getting more….Read More

March 19, 2015

Year-End Planning

https://proutfinancialdesign.com/wp-content/uploads/2017/01/Year-End-Planning.mp3Podcast: DownloadHave you noticed the….Read More

October 20, 2016

Beneficiary Checkup

All IRAs have beneficiaries, and….Read More

May 1, 2014

After the Storm

  Today, we are going….Read More

August 6, 2015

A Look Back

There’s never a dull moment….Read More

December 18, 2014

How to Have “The Talk”

Picture this: Your family is….Read More

December 17, 2015

“We Can Do It!”

Did you know that 80%….Read More

March 26, 2015

Start at the Beginning

https://proutfinancialdesign.com/wp-content/uploads/2017/01/Start-at-the-Beginning.mp3Podcast: DownloadI (Shea) tend to….Read More

October 27, 2016
  • 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