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

What We Offer

Asset Protection

Business Owners, Executives, Retirees, & More

Asset Protection

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worrying about what the market’s doing?

Diversifying your retirement assets among a variety of vehicles — including a mix of products like life insurance and annuities, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.

Anyone who invests in the market should understand it involves potential risk of principal. So, to provide some reliable income not found in the stock market, you may want to include some steady products in your financial portfolio. These products, such as annuities, can provide supplemental income throughout retirement and preserve your money from declines due to stock market losses.

Strategies for Financial Independence

It is important to feel you have control over your future. At Saoud Financial, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role of insurance products in your financial strategy, contact us at emma@SaoudFinancial.com or call us at 586.225.7171 today!

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Chat With A Wealth Advisor
What We Do

Our Services

Tax Situation Analysis

We begin by reviewing your current tax situation, including income, deductions, and potential liabilities. Our team identifies areas for potential tax savings, assessing your tax strategy against applicable regulations. This analysis provides insight into your overall tax position, laying the groundwork for effective optimization.

Strategy Development

Based on our analysis, we develop tailored tax-efficient investment strategies that align with your financial goals. Our experts explore opportunities such as tax-loss harvesting, retirement account contributions, and other strategies to minimize tax burdens. This proactive approach ensures you are positioned to maximize savings while achieving your financial objectives.

Implementation

We implement tax optimization strategies in coordination with your overall financial plan. Our team works closely with tax professionals to ensure compliance while maximizing your savings. Clear communication throughout this process helps you understand the rationale behind our strategies and their potential impact on your finances.

Annual Review

Conducting annual reviews allows us to assess the effectiveness of tax strategies and make necessary adjustments based on changes in tax laws or personal financial circumstances. We provide regular updates to keep you informed about your tax situation and ensure you remain on track for optimal tax efficiency.

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)

Newsletter

Join our Weekly Newsletter! We promise we won’t spam.

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.

1692767 – 02/23

Scroll to top