Focused on helping clients work toward their
Retirement Dreams

Read the Book! “Carpe Freedom: Plan Your Financial Future While Living Richly Today”

Download first chapter!


Join An Upcoming Seminar

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Helping you meet your financial needs
is our first priority

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.


Read the first chapter “Carpe Freedom: Plan Your Financial Future While Living Richly Today”

Retirement, lived to its best potential, means the freedom to do what you want when you want with whomever you want. But first, lay some guidelines by building a financial strategy for those years you don’t have a steady paycheck.

In Carpe Freedom, father-son duo Bill and Aaron Saoud bring an inter-generational family perspective to the questions of retirement finances. Using stories from their own life experiences and financial practice, the Saouds navigate the various choices faced by those planning for retirement:

  • Planning for taxes
  • Ways to fund health care
  • Social Security benefits
  • Ways to help build your own retirement income stream
  • Helping preserve your assets from market risk and inflation
  • And More

Have Questions?

If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Troy Liberty Center

Tampa, FL