Prout Financial Design began 30 years ago here in Northern Michigan as an education-based financial planning practice. Dennis believes that each client should not only understand their finances, they should be actively involved in the decisions made. Together, Dennis and his clients design a financial plan that matches their past, present and future reality. This counter-culture philosophy builds incredible momentum as they approach their retirement.
What is Retirement? "Income! Income! Income! It's all about income!"
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. No longer do we have three simple options for income during retirement; pension, social security and savings. Instead, we have disappearing pensions, 401(k)'s, IRA's, lump sums, annuities, long term care, etc. The complexity of rules has caused fear. What if you make a mistake? What if you have? Retirement planning requires an expert financial advisor who understands the income strategies involved to retire along with the tax & legal implications of each decision.
That is what we do. We take our professional experiences and combine them with your life story.
Advisory Services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Company Details
- Employees
- 8
- Founded
- 1990
- Address
- 1040 E. Front Street, Traverse City,michigan 49686,united States
- Phone
- +1 800-968-2588
- de****@****ign.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- proutfinancialdesign.com
- HQ
- Traverse City, Michigan
- Competitors
- Dynamic Wealth Solutions, LLC, Darden Wealth Group, Patriot Surveying & Infrastructure, PLLC, Evangelista & Associates, Advanced Wealth Strategies™, Advanced Wealth Strategies, Integrated Partners, Merkle Retirement Planning, Scarlet Oak Financial Services, LLC, Dunleavy Wealth Management.
Prout Financial Design Questions
Prout Financial Design's helpline number is +1 800-968-2588
Prout Financial Design's website is proutfinancialdesign.com
Prout Financial Design's LinkedIn profile is https://www.linkedin.com/company/prout-financial-design
Prout Financial Design has
8 employees.
View email and phone details for 8
employees at Prout Financial Design.
Prout Financial Design's industry is
Financial Services
Prout Financial Design's top competitors are
Dynamic Wealth Solutions, Llc,
Darden Wealth Group,
Patriot Surveying & Infrastructure, Pllc,
Evangelista & Associates,
Advanced Wealth Strategies™,
Advanced Wealth Strategies,
Integrated Partners,
Merkle Retirement Planning,
Scarlet Oak Financial Services, Llc,
Dunleavy Wealth Management.
Prout Financial Design's support email address is dennis@proutfinancialdesign.com
Prout Financial Design's categories are Financial Services
Prout Financial Design's founding year is 1990
