Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
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Classes & Seminars

These classes teach you to assess your financial situation and develop a personalized plan to help, achieve, and maintain your retirement goals.

 

 

 

 

 

 

 

THIRD WEDNESDAY | EVERY MONTH | 12 – 1 PM
COMPLIMENTARY LUNCH SERVED

SOCIAL SECURITY | OCTOBER 16

Join Bob Simpson, Norther Michigan District Manager from the Social Security Administration, as he discusses some of the most common concerns we are hearing from retirees today.  These include everything from when to start collecting your benefits, disability benefits, Social Security taxes and much more.

 

YEAR-END TAX PLANNING | NOVEMBER 20

Jon Sluis from Intrust CPA joins Dennis Prout as they share new tax rules and how calculated tax planning can help minimize outflow and maximize your retirement savings.

 

 

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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