SAOUD RETIREMENT LLC
TAMPA, FLORIDA

Meet the Saoud Retirement Planning Team At Saoud Retirement Planning, our focus has always been, and will always be, putting the client’s needs ahead of our own, conducting ourselves with integrity, and treating people like family. As a family business ourselves, we know of no other manner in which to serve others than this. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement. As a second-generation financial professional, Aaron Saoud got into the business by following in the footsteps of his father, Bill, who has been helping clients for over 35 years. Aaron knew by following the principles instilled in him at a young age that he, too, could help people achieve their financial dreams. Aaron’s goal is to help his clients retire with security and safety, and work toward providing protection for their loved ones for the rest of their lives. Aaron was raised in Sterling Heights, Michigan. He earned his bachelor’s degree at the University of Michigan and received his law degree from Stetson University College of Law in St. Petersburg, Florida. As a licensed attorney-at-law in Florida and a licensed insurance agent, he is in charge of Saoud Retirement Planning’s offices in St. Petersburg, Tampa, Lakeland and Celebration. He is a member of the Florida Bar as well as the National Ethics Association. Arielle Burg was raised in Ann Arbor, Michigan, and permanently relocated to the Tampa Bay area in 2015. She received a Bachelor of Arts in psychology from the University of South Florida and tutored international students at USF and the University of Tampa in English and social sciences. Arielle has worked in the marketing and insurance fields, and also worked as a development assistant in a nonprofit organization at the University of Michigan. She is licensed as an insurance agent in the state of Florida and has worked with Saoud Retirement Planning since January 2016. Kelly Ferreira was raised in Naperville, Illinois, and permanently relocated to St. Petersburg in 2005. She obtained her bachelor’s degree in education and endorsements in E.S.E. and ESOL from the University of South Florida St. Petersburg. She then taught at various elementary schools in Pinellas County for six years. Her previous experience in management and desire to work with people led her to Saoud Retirement Planning. As the client relations assistant, Kelly is eager to support her team and clients with the best service possible. Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. *Any references to protection benefits or steady and reliable 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. 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. DISCLAIMER: All National Ethics Association Background-Checked members have successfully passed our annual seven-year background checks for criminal, civil, and business violations in order to meet our 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. Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. *Any references to protection benefits or steady and reliable 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. 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. DISCLAIMER: All National Ethics Association Background-Checked members have successfully passed our annual seven-year background checks for criminal, civil, and business violations in order to meet our 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.