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

Surprise! Surprise!

March 27, 2014

Since tax season is among us, it might be good to know some of the “Surprising Things” that are taxable according to Kiplinger.

RELATED INFORMATION

Lunch & Learns: 12-1pm The Third Wednesday of Every Month

May 30, 2023

Why Leaving an IRA to a Charity Makes Sense

May 30, 2023

Retirement Planning Today (Online)

September 4, 2020
  • 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