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Stranger? Danger!

May 21, 2020

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We all know that women tend to live longer than men. According to the CDC, the average American male will live to age 76 and the average American female to age 81. The World Health Organization’s HALE index says that a woman’s extra years tend to be healthy ones. What is even more fascinating is that this is a global truth! Regardless of who goes first (I’m sorry, there’s no better way to say it), you’ll need to know how to properly arrange a spousal beneficiary rollover.

If you don’t take the time to plan now, the court or custodian will do it for you. Do you really want to leave the decisions of your life savings to a stranger? Danger!

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1105 E. Eighth St.
Traverse City, MI 49686

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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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