435 Wandering Ct Sonoma, CA 93632
1-800-123-4567
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What We Offer

Financial Services

Business Owners, Executives, Retirees, & More

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, about 65% of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, more than two-thirds of Americans (67%) say the nation faces a retirement crisis. More than half (56%) are concerned that they won’t be able to achieve a financially secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to preserving some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

We provide in-house guidance on the following:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | IRA Legacy Planning | Wealth Management

Chat With A Wealth Advisor
What We Do

Our Services

Business Valuation

We conduct a thorough valuation of your business to understand its worth and potential market position. This process includes identifying key assets, liabilities, and revenue streams, providing a comprehensive overview of your business's financial health. This valuation serves as the foundation for your succession planning strategy.

Succession Strategy Development

Based on our valuation, we work with you to develop a tailored succession strategy that aligns with your goals. Our team identifies potential successors, whether family members, employees, or external buyers, ensuring a smooth transition of leadership and ownership. This strategic planning is crucial for maintaining business continuity.

Implementation Plan

We assist you in implementing the succession plan, including legal documentation and necessary arrangements to facilitate the transfer of ownership. Our team ensures that all aspects are covered, from training successors to addressing financial considerations. This plan prepares your business for a seamless transition when the time comes.

Review and Adjustment

Regular reviews of your succession plan ensure it remains relevant as your business evolves and market conditions change. We make adjustments as necessary, providing ongoing support to help you adapt to new challenges and opportunities. This proactive approach ensures your business is prepared for a successful future.

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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