Prout Financial Design

Prout Financial Design began its journey here in Northern Michigan more than 25 years ago as an education-based financial planning practice. Our company's philosophy is deeply rooted in the belief that investors should not only understand their own finances but also actively and directly participate in the decision-making process. Founded by Dennis Prout, we work hand-in-hand with our clients to design customized financial plans that make sense, taking into account each client's unique past, present, and future investment reality. This unconventional approach generates tremendous momentum as our clients approach retirement.

Our Advisors

At Prout Financial Design, our team of advisors is committed to providing sound advice and on-air warmth, making complex financial topics accessible and engaging for our clients. Our advisors consist of Dennis Prout, Heidi Cartwright, and Nathan Prout. They are all investment advisors and representatives of Capital Asset Advisory Services, LLC., and are not affiliated with LPL Financial. Our advisors are dedicated to empowering clients with understanding and knowledge as they enter retirement.

Our Staff

Our dedicated staff is the backbone of our firm, providing essential support to our advisors and clients. Our team includes administrative personnel, operations specialists, and marketing professionals. Together, we ensure that our clients receive the best possible service and support as they plan for their retirement.

Work With Us

At Prout Financial Design, we believe that retirement planning is a collaborative process. Our clients work closely with our advisors to create customized financial plans that meet their unique needs. Our team is dedicated to providing the highest level of service and support as our clients approach retirement. We are proud to offer complimentary consultations to new clients.

Product Strategy

Our product strategy is designed to provide our clients with a range of investment options that align with their financial goals and risk tolerance. We offer a variety of investment products, including mutual funds, stocks, bonds, and annuities. Our advisors work closely with clients to create a diversified investment portfolio that is tailored to their individual needs.

Community Involvement

At Prout Financial Design, we are committed to giving back to our community. We believe that strong communities are built on a foundation of generosity and support. Our team is proud to participate in a variety of community initiatives and charitable causes.

Become A Client

If you are looking for a financial partner who can help you navigate the complex world of retirement planning, we would be honored to work with you. Our team is dedicated to providing personalized service and support as you plan for your retirement. To become a client, simply contact us to schedule a complimentary consultation.

Find Yourself Here

Retirement is a journey, and we are here to help you every step of the way. Our team is committed to providing the education, guidance, and support you need to retire confidently. We believe that retirement planning is more than just numbers - it's about finding yourself in a place of financial security and peace of mind.

What to Expect

At Prout Financial Design, we believe that retirement planning should be a collaborative and educational experience. Our advisors take the time to get to know our clients, their financial goals, and their risk tolerance. We believe that every client is unique, and we strive to create customized financial plans that meet their individual needs. Our clients can expect personalized service, ongoing support, and a commitment to transparency and communication.

Privacy Policy

At Prout Financial Design, we are committed to protecting the privacy and security of our clients' personal information. We adhere to strict privacy policies and procedures to ensure that our clients' information is kept confidential and secure.

The Learning Library

Our learning library is a valuable resource for clients who want to stay informed and educated about retirement planning. We offer a variety of classes and seminars, video libraries, radio shows, published articles, and a glossary of terms. Our learning resources are designed to help clients understand complex financial topics and make informed decisions about their retirement planning.

Account Access

Our clients have access to their accounts through our secure online portal. This portal allows clients to view their investment portfolio, account balances, and transaction history. Our team is committed to providing ongoing support and communication to our clients.