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Retirement Outliers

March 9, 2017

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The definition of an “Outlier” is:  “A person or thing differing from all other members of a particular group or set.”  Our definition of a “Retirement Outlier” is:  “Someone who didn’t save using traditional retirement accounts and/or ability to save was thwarted by life events.”

Are you an Outlier?  Did you invest your retirement savings in your business?  Real estate?  Inherited accounts?  Government retirement plans?  Education plans?  Do you have a dependent adult child who will need your assistance indefinitely?  Did you have to use your retirement accounts for a personal crisis, which forced you to “start over” later in life?  In this episode Dennis and Shea discuss the Outlier concept and their ideas.

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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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