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A Perfect Retirement

June 9, 2022

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Our friend, Joe, has been planning his retirement since he was in his 20s. His paycheck, savings, real estate investments and IRAs were constantly tweaked to “perfection.” What is perfect for you? Is it a large retirement account? Not living here in the winter? Having family nearby? Working until you can’t?
Start by defining your perfect retirement, then work back accordingly. Asses your risk tolerance and be HONEST! Are you willing to take a 20% downturn in the market, and do you have time to recover? Do you have life insurance that your beneficiaries can benefit from? What about taxes?
The list goes on and on when it comes time to craft the “perfect” retirement. It starts with you dreaming about what it could look like and ends with executing the plan. The rest is a mystery, and we enjoy helping you navigate it!

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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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