Services

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. From this we create a Comprehensive Financial Plan, an eight-point analysis of your assets and liabilities that directs us in our process of understanding your needs and opportunities. From your Comprehensive Financial Plan, Dennis determines the ideal recommendations and options for your investments. Prout Financial Design also provides ongoing asset management services, life insurance options and annuities, and both traditional and fee-based portfolio management.
Like every aspect of life, your portfolio should be made of dynamic and independent parts that work together to build one cohesive unit. While Dennis’ recommendations will vary according to your individual financial situation, listed below are some products that may be recommended:

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • 401(K)
  • Company Profit Sharing Plans
  • Money Market Accounts
  • Life Insurance Products
  • Education funding and 529 College Plans

Latest Radio Show

Roth conversion tax filing information.
Listen

Dennis and Norm discuss goal setting and details surrounding the Tax Relief Act of 2010.
Listen

Upcoming Classes

- 12/31/69

 

Prout Financial Design Office

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