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The Future of Finances

February 5, 2015

After a week at the National TD Ameritrade Conference in San Diego, California, Dennis and Shea have returned with new insights into the future of finances.

Here are some interesting facts:

  • Did you know that this year, Millennials will become the largest generation in our nation surpassing Baby Boomers for the first time?
  • Did you know that $30 trillion will pass intergenerationally in 2030?
  • Did you know that only 6% of advisors are under the age of 30?
  • Did you know that in 10 years, 40% of Fortune 500 companies will not exist?

Join us today as we press into these statistics looking closely at the opportunities presented. Competition no longer exists overseas, it’s between each entrepreneur.  Where will you land on this spectrum?

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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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