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

What We Offer

Estate Planning

Business Owners, Executives, Retirees, & More

Preserving Your Legacy for Future Generations

Estate planning is crucial for ensuring your assets are distributed according to your wishes. At Saoud Financial, we provide comprehensive estate planning services that protect your legacy and offer peace of mind for you and your loved ones.

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What We Do

Our Services

Needs Assessment

We start by discussing your wishes regarding asset distribution and family considerations. Our team identifies potential beneficiaries and their needs, ensuring that your estate plan aligns with your values and goals. This personalized approach establishes a solid foundation for your estate planning process.

Document Preparation

Our experts draft essential estate planning documents, including wills and trusts, tailored to your specific situation. We address tax implications and ensure compliance with legal requirements, providing you with peace of mind that your wishes will be honored. This meticulous preparation lays the groundwork for a successful estate plan.

Review of Assets

We conduct a thorough inventory of your assets, including real estate, investments, and personal property, to determine how each will be managed or distributed. This review allows us to develop a comprehensive strategy that minimizes tax liabilities and maximizes the value of your estate for your beneficiaries.

Ongoing Review

Regular reviews of your estate plan ensure it remains relevant to your current situation and goals. We make adjustments as your life circumstances change, providing ongoing support to guarantee that your estate plan continues to reflect your wishes and adapt to any legal or financial shifts.

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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