Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
The LEARNING library
Search The learning library

It Takes a Team

August 12, 2021

Podcast: Download

What makes someone more comfortable in retirement? Studies show four things: guaranteed income, little debt, a clear spend-down strategy and employer-provided assistance. All of this takes a little planning over time with trusted advisors. Lucky you, because we have two in the NEW studio today! Dennis and Heidi will guide you through the planning process and how to face money mindsets that could be holding you back. Dennis will speak specifically on IRA planning for special needs beneficiaries.

Teamwork makes the dream work, and we are here for it!

RELATED INFORMATION

There are no related items to this content.

  • 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