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Do You Need a POA

December 16, 2021

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The last couple of years have motivated us to look closely at our personal health, finances and estate planning. What happens if we need more help should the worst happen? Who would act on your behalf if your partner can’t? Should it be one of your children? There are several different types of POAs (Powers of Attorney) to discuss – conventional, durable, springing and medical.

Lucky for you (and us) we have Cortney Danbrook LIVE with us today. She started her career in wealth management and crossed over into the legal world. Her combined experiences give a unique perspective that offers families a chance to approach estate and wealth succession planning, family cottage preservation and legacy asset planning holistically.

Don’t leave your family guessing … leave them with a plan.

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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.

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