Focused on helping clients work toward their
Read the Book! “Carpe Freedom: Plan Your Financial Future While Living Richly Today”
Download first chapter!
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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 your 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
- How to build your own retirement income stream
- Helping protect your assets from market risk and inﬂation
- And More
If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Clinton Township, MI
St. Petersburg, FL