Join Dennis J. Prout and Heidi Thompson on the radio or in person, and get the most out of your retirement. The responsibility of retirement has increased and we are here to help! Join Dennis, Heidi and Shea every Thursday at 10am on WTCM, or check out his past shows here. We believe that you can enter retirement empowered with understanding and knowledge.
Join Dennis and Heidi for Retirement Planning Today, an online course geared for those looking to maximize their retirement planning and saving. Shea Petaja shares the client experience that won Prout Financial Design an award from TD Ameritrade. To quote Benjamin Franklin, "An investment in knowledge pays the best interest."
Join Dennis and Heidi for Retirement Planning Today, an online course geared for those looking to maximize their retirement planning and saving. Shea Petaja shares the client experience that won Prout Financial Design an award from TD Ameritrade. To quote Benjamin Franklin, "An investment in knowledge pays the best interest."
Services
Prout Financial Design began here in Northern Michigan more than 25 years ago as an education-based financial planning practice.
Believing that investors should not only understand their own finances but also actively and directly be involved in the decisions made, company founder Dennis Prout works alongside his clients to design a customized financial plan that makes sense - taking into account each client's past, present and future investment reality.This counter-culture philosophy builds incredible momentum as clients approach their retirement.
Believing that investors should not only understand their own finances but also actively and directly be involved in the decisions made, company founder Dennis Prout works alongside his clients to design a customized financial plan that makes sense - taking into account each client's past, present and future investment reality.This counter-culture philosophy builds incredible momentum as clients approach their retirement.
Dennis Prout, Investment Advisor Representative, has been in the retirement planning industry for more than 25 years. Fueled by his aspiration to empower clients by education, Dennis founded Prout Financial Design in 1990. This foundational belief system has had a ripple effect on every facet of his business practice and life.
One of the most unique experiences you will have at Prout Financial Design is the interaction with our staff. You will meet with Dennis, yet have access to the entire staff for support and added guidance. Their diverse experiences and desire to share knowledge will give you the confidence you need to move forward.
PFD Services range from assisting clients in managing their own financial portfolios to providing full portfolio management.
To begin assisting clients within this continuum, PFD starts with a financial plan analysis, a retirement plan analysis, and a review of trust or other similar documents to create a Comprehensive Financial Plan, an eight-point analysis used as a directive for understanding the priorities and needs of a client's financial future, as well as to determine the recommended direction for the client's financial investments.
To begin assisting clients within this continuum, PFD starts with a financial plan analysis, a retirement plan analysis, and a review of trust or other similar documents to create a Comprehensive Financial Plan, an eight-point analysis used as a directive for understanding the priorities and needs of a client's financial future, as well as to determine the recommended direction for the client's financial investments.
The opportunities for financial services at Prout Financial Design range from assistance with client-managed portfolios to the professional management of entire portfolios. No matter where you fall within this continuum, we begin the advising process with a financial plan analysis, a retirement plan analysis, and a review of trusts and other funds.
Reviews (1)
Brad Patton
Sep 25, 2019
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Did some fence construction for this company and when I went to give a estimate I was greeted by office staff and was amazed by how professional and courteous she was!! I then was introduced to three other individuals that were in charge of the project and they were amazingly, and sincerely the nicest people I ever met, what a great company to work for!!