Prout Financial Design Employee Directory

Financial ServicesUnited States2-10 Employees

Prout Financial Design began 30 years ago here in Northern Michigan as an education-based financial planning practice. Dennis believes that each client should not only understand their finances, they should be actively involved in the decisions made. Together, Dennis and his clients design a financial plan that matches their past, present and future reality. This counter-culture philosophy builds incredible momentum as they approach their retirement. 

What is Retirement? "Income! Income! Income! It's all about income!"  

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. No longer do we have three simple options for income during retirement; pension, social security and savings.  Instead, we have disappearing pensions, 401(k)'s, IRA's, lump sums, annuities, long term care, etc. The complexity of rules has caused fear. What if you make a mistake? What if you have? Retirement planning requires an expert financial advisor who understands the income strategies involved to retire along with the tax & legal implications of each decision.

That is what we do. We take our professional experiences and combine them with your life story.

Advisory Services offered through Capital Asset Advisory Services, LLC, 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.

Find Prout Financial Design employees' phone numbers or email addresses

Prout Financial Design Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Prout Financial Design's Leadership

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    S. P.
    Chief Experience And Marketing Officer & Radio Show Co-Host
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    D. P.
    Owner, Cfp®
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    D. P. C. R.
    Owner
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    H. T.
    Managing Director Financial Advisor
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    D. J.
    Operations Manager
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    K. M.
    Client Account Specialist
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    T. K.
    Csa
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    N. P.
    Financial Advisor
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Contact profiles from Prout Financial Design

Name
Title
Contact Info
Location
Last Update
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    K. K.
    Client Relations Specialist
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    United StatesMichigan
    Oct 21, 2024
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    M. I.
    Administrative Assistant
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    United StatesMichigan
    Oct 19, 2025

Frequently Asked Questions

What is Prout Financial Design known for?

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Prout Financial Design was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 1040 E. Front Street, Traverse City, Michigan 49686, US; you can contact the main corporate office by phone at . Explore Prout Financial Design's company overview page for more information.

What is Prout Financial Design's most common email format?

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Prout Financial Design employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prout Financial Design email formats with LeadIQ.

How many employees does Prout Financial Design have currently?

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Prout Financial Design has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Prout Financial Design's key employees and leadership?

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As of December 2025, Prout Financial Design's key employees include:

  • Chief Experience And Marketing Officer & Radio Show Co-Host: S. P.
  • Owner, Cfp®: D. P.
  • Owner: D. P. C. R.
  • Managing Director Financial Advisor: H. T.
  • Operations Manager: D. J.

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