435 Wandering Ct Sonoma, CA 93632
1-800-123-4567
contact@aeso-site.com

What We Offer

Retirement Planning

Business Owners, Executives, Retirees, & More

Securing Your Golden Years with Confidence

At AWS Wealth Management, we understand that retirement is one of your most significant financial milestones. Our retirement planning services help you build a secure financial future, ensuring you have the resources needed to enjoy your golden years comfortably.

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What We Do

Our Services

Retirement Goals Assessment

We begin by discussing your retirement lifestyle aspirations and financial requirements, identifying the age at which you wish to retire. Our team examines potential income sources, ensuring that we understand your unique situation. This thorough assessment helps us create a tailored retirement plan that meets your specific needs and goals.

Savings Analysis

Our savings analysis reviews your current savings and investment accounts to determine if you are on track to meet your retirement goals. We calculate how much you need to save to achieve financial independence in retirement. This analysis provides a clear picture of your progress and highlights areas for improvement.

Strategy Development

Based on our analysis, we create a customized retirement plan with specific savings targets and investment strategies. We explore options such as IRAs, 401(k)s, and other retirement accounts, tailoring recommendations to fit your goals. This plan serves as a roadmap to ensure you are financially prepared for retirement.

Implementation and Monitoring

We implement the retirement plan and assist you in contributing to designated accounts. Our team schedules regular reviews to assess your progress, making adjustments as necessary to keep you on track. This ongoing support ensures you remain confident in your retirement planning and adapt to any changes along the way.

Our Approach

Insight-Driven Wealth Management Expertise

Boutique Wealth Advisory Firm

We are a relationship-driven wealth management firm located in the heart of Troy, MI.
Chat with An Advisor Today
(586) 225-7171
emma@saoudfinancial.com

Company

Locations

Troy, MI HQ

100 W. Big Beaver Road, Suite 200
Troy, MI 48084
Get Directions
(586) 225-7171
Hours (EST)
Mon-Thu 9AM-5PM (Office Open)
Fri 9AM-2PM (Office Open)

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Insurance products are offered through the insurance business Saoud Financial. Saoud Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Saoud Financial are not subject to investment Advisor requirements.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Mr. Saoud is admitted to practice law in Florida, Michigan, and Illinois through AWS Law Firm, and is a licensed financial professional in MI and FL. Saoud Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM is not affiliated with Saoud Financial or AWS Law Firm.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Saoud Financial and Riskalyze are not affiliated companies. Saoud Financial cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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