Financial Planner & Estate Planning Attorney
As a licensed attorney and personal financial advisor in Michigan and Florida, I provide clients with effective personal financial planning services, combined with an in-depth knowledge of estate planning law.
Financial planning is an essential part of estate planning. Managing your finances is about more than managing your investments. AWS Law firm can help support you in many aspects of your financial life, including
- cash management,
- retirement planning, and
- other financial goals.
Saoud Financial is a family affair. My father, Bill Saoud, has been in the financial services industry for 40 years. He started Saoud Financial to help individuals and families plan for the future. We treat our clients like family by offering personalized services to meet their long-term financial goals.
A Saoud Financial Consultant will work with you to understand your financial situation, as well as your risk tolerance and investment objectives to create custom personal finance strategies. This personalized approach, combined with full-service estate planning, makes us the preferred one-stop-shop for our client’s estate and financial planning needs.
Visit Saoud Financial to see how we can help you meet your financial needs. We have offices conveniently located in Clinton Township, Michigan, and Tampa, Florida. Contact us today to schedule your complimentary personalized estate and financial planning consultation.
Estate and Financial Planning Connection
Generally, financial planning is the process of financially preparing for your future. A financial advisor offers services to help you save for major life events, such as
- paying college tuition, or
- providing financial security for your family.
To do this, a financial consultant will help you develop a financial strategy to grow your wealth, analyze your assets and investments, and make suggestions on ways to maintain the strategy to reach your goals over time.
Where a financial plan provides the opportunity to grow and distribute your wealth during your life, an estate plan gives you the legal power to determine who should benefit from that wealth after your death. An estate planning attorney helps you draft the legal documents required to establish heirs to your estate and designate trusted people in your life to act on behalf of your estate in your absence.
An estate planning financial advisor has the unique ability to give in-depth advice regarding both estate and financial planning. A financial planner will often discuss important estate planning tools to support a well-rounded financial strategy, such as
- trusts, and
- financial power of attorney.
A financial planner should not give specific advice regarding these estate planning tools without a license to practice law. Generally, they will refer you to a qualified attorney to obtain these necessary documents.
Your financial and estate plans have a strong, innate correlation. The two plans should support each other in helping you reach your long-term financial objectives. With a specialized financial planning attorney, there is no need to involve a third party to accomplish the distinct roles of financial planner and estate planning attorney.
Financial Planning Attorney
If you are in the Clinton Township, Michigan, or Tampa, Florida areas and searching for a holistic approach to your estate and personal financial planning, contact Saoud Financial for a personalized consultation.
We offer the guidance and services to reach your long-term goals:
- Retirement Income Strategies
- Asset Protection
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
- Charitable Giving
- Wealth Management
We also offer full estate planning services:
Financial Planning is an essential part of Estate Planning. Managing your finances is about more than managing your investments. AWS Law firm can help support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals. Visit Saoud Financial to see how Attorney Saoud can help you meet your financial needs.
Call Now For A Personalized Consultation