For Certified Public Accountants

You work diligently to help protect clients and identity strategic planning strategies, but even financial professionals like CPAs need a retirement planning advocate.

From maintaining detailed financial records and proactively searching for tax savings to overseeing internal audits, communicating accurate findings and filing returns, your knowledge is expansive.


Ours is, too. At Saoud Financial, we’re wealth advisors experienced in:

  • Asset protection and allocation strategies
  • Income planning and RMD strategies
  • Long-term care planning
  • Social Security optimization
  • Legacy planning

Our team works with CPAs regularly to help us build tax-efficient plans for our clients, but we also work with them to make sure their own retirement strategies are as comprehensive and complimentary as the recommendations they provide. We work with their clients, too — not to mention analysts, actuaries, bankers and others in the world of finance and accounting.

Yours is very much a bottom-line business, so we’ll make our bottom line clear: Retirement planning should be liberating, not taxing. We can help give you confidence by helping you address all the issues outside your tax realm.

Reach out to us today to set up a time to discuss the possibilities we can create by working together.

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