About Us

Prout Financial Design was founded in 1990 when Dennis Prout came to the conclusion that financial advisees could most effectively learn about and understand their finances in a classroom setting. He realized the fundamental distinction between telling one’s clients about finances and teaching them about finances, and the latter continues to be our core focus: everything we do centers around our client’s continuing education in successful retirement strategies.

Our Philosophy is best described by the three pillars of relevance, community enhancement, and client relationships. We seek to reinforce these pillars by guiding clients from fear to confidence in the process of understanding their finances. We actively and consistently conduct financial planning and other educational seminars throughout northwestern Michigan for the betterment of both our clients and our broader community.

Our Mission at Prout Financial Design is to help clients achieve a greater level of retirement success than they could attain on their own. We do this by educating our community on the importance of understanding finance, aiding our clients in their retirement plans, and providing the best and most efficient investments tools to generate income and manage portfolios.

Education is our number one priority, not only for our clients and our community, but for our staff as well. All staff members continuously advance their education in their field of professional expertise and in other meaningful facets of their lives. We believe that the more we learn and grow intellectually, the more we’ll have to offer our clients. Not only do we seek to help you manage your finances more successfully, we also seek to be the most relevant source of information available to you regarding the entire retirement planning spectrum.

Now, more than ever, it’s time to educate yourself on the financial world around you. Give our office a call today to schedule a meeting with Dennis or join one of our financial planning educational opportunities.

 

INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.

INVEST Financial Corporation (INVEST), member FINRA, (www.FINRA.org), SIPC (www.SIPC.org), a registered broker dealer and registered investment adviser, is not affiliated with Prout Financial Design. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state?s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy