Meet us in person.
Why Us? For over 25 years, we’ve been here in Northern Michigan invested in our families, our clients and our community. Given that amount of time, here is what we’ve concluded:
We value relationships. Where did you go for vacation? How are the grandkids? Did you recover from surgery These are the details we care about and hope to hear about. So whether you live here two months or twelve, we’d love to meet you in person. Want us to meet the kids? We think that’s a very smart idea.
We value time. You can have all of your accounts managed in one place and have access to them at any time online. We don’t expect you to make retirement planning your second career, but we do expect you to be connected to what is happening with your investments and we’ll guide you to a better understanding of them.
If you:
- Need help with your financial situation
- Have problems with your investments that you can’t fix
- Want to work with an Advisor
- Desire to worry less about money
Then you might be ready to work with us.
Schedule a Complimentary Meeting Today
Get your complimentary 1 hour Retirement Consultation (up to a $275 value)
Design your financial future with us
What determines financial success? According to The Carnegie Institute of Technology, “85% of your financial success is due to your personality and ability to communicate, negotiate and lead. Shockingly, only 15% is due to technical knowledge.” And yet, why do we feel paralyzed by the 15% we don’t know? Our combined experience gives you decades of knowledge to lean on when making important decisions for your retirement. Not only do we have the knowledge, we care about you and the other 85% of your financial success.
Dennis Prout is a Certified Financial Advisor has his Retirement Management Analyst℠ Certification and is a Master Elite Advisor with IRA Expert Ed Slott making him a leader in the retirement income strategies conversation.
Serving the community in which we live and work is a core philosophy of Prout Financial Design. Our firm is proud to support many amazing community organizations in their efforts to contribute to the greater good.
Dennis has been on the air with us for the last 13 years. You can tune into NEW Retirement Radio every Thursday to hear Dennis discuss finances and human interest! Or listen to the rerun every Saturday at 9 am.