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New Retirement Radio with Dennis Prout Podcast

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
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Now displaying: Page 1
Mar 18, 2019

Is your tax plan up-to-date since the Tax Cuts and Jobs Act was signed into law? Do you have an estate plan in place that will properly distribute your assets once you’ve passed? Do you have any gaps in your insurance coverage or a plan for long-term care? Preparing for retirement can be overwhelming, and it can be easy to overlook some important aspects of your financial plan if you’re not working with a qualified financial professional. But how do you know which financial advisor will best serve your needs?

When choosing a financial professional, there are certain qualities to look for to help you narrow down your choices and to find someone who can help you create a financial plan that will take you through retirement.

If you’re looking, we can help! Tune in today to find out how to choose the right financial advisor(s). We will review Ed Slott's, "Top 10 questions You Should Ask!"

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