Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
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Tax Talk

February 20, 2020

Podcast: Download

Are you working with the right tax professional? With the April deadline fast approaching, you may have already started reviewing your financial documents for your 2019 return. But do you have a qualified professional on your planning team? There are certain questions to ask and criteria to look for before hiring anyone. Tune in today and we’ll give you some questions that may help you!

Also, as promised, we are keeping you up-to-date with the SECURE Act and how it will affect your planning.

Finally … Heidi has some pertinent Health Savings Account information you definitely don’t want to miss!

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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.
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