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Dennis Prout is a respected voice in the world of finances and has been featured in local publications. These articles serve as a great catalyst for your own conversations. Please share with your friends and family.

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Why Leaving an IRA to a Charity Makes Sense May 30, 2023

Ed Slott June 2023 Newsletter Many people accumulate large sums of money in their IRA during their lifetime, much more than they spend in retirement. What is the best choice for beneficiary, to inherit the remainder at the IRA owner’s death? Spouse? Children? Often, none of the above. Naming one or more charities to inherit […]

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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.
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