Prout Financial Design
- 1040 E Front St
- Traverse City, Michigan
- 49686-2708
- Phone: (231) 947-3992
- Website
Description
PLEASE NOTE: The information that we provide here is strictly a courtesy. When you link to any of these web sites, you are leaving the Prout Financial Design web site. We make no claims for the totality or accuracy of information provided at outside web sites, nor is our company liable for any direct or indirect technical or system errors or any consequences arising from your access to or your use of any third-party technologies, web sites, information or programs.
Dennis Prout, Investment Advisor Representative, has been in the retirement planning industry for over 25 years. Fueled by his aspiration to empower clients by education, Dennis founded Prout Financial Design in 1980. This foundational belief system has a ripple effect on every facet of his business practice and life. Dennis is in direct relationship with each client, offering prudent financial guidance, perspective and advice. He provides financial products and services that are thoughtful and congruent with his conservative investment philosophy.
As our Client Services Administrator, Kathi is the primary scheduler for appointments with Dennis and other team members. She assists with inquiries, directs calls, and advocates for our clients in the accomplishment of their specific requests. Kathi is the point of contact for processing annuity reallocations, long term care illustrations, and assists with life insurance quotes for prospective and current clients. She is a licensed producer for the state of Michigan for Long Term Care Insurance, working towards her Certified Long Term Care license (CLTC).
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.
We have placed links below that will allow you to login to your individual accounts. If you are unsure where your accounts are held, please contact our office or refer to the current position report that we provide to you annually. You may also call us at any time to request a current positions report on every asset that you hold with Prout Financial Design.
Fact sheet
Products & services
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