Sam Fawaz

CFP®, CPA, MST

Y.D. Financial Services, Inc.

Financial Advisor

Sam Fawaz

CFP®, CPA, MST

Y.D. Financial Services, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sam Fawaz, CFP®, CPA, MST

(734) 447-5305

Fee-Only financial planner located in Southfield, MI, serving clients locally and across the country

Sam Fawaz is a Southfield, MI fee-only financial planner. Y.D. Financial Services, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sam Fawaz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Our Principal Consultant, Sam H. Fawaz, is a Certified Financial Planner™ and licensed Certified Public Accountant. He is a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA) and the American Institute of Certified Public Accountants (AICPA). While professional requirements dictate an average of 40 credit hours of continuing professional education, Sam routinely attends more than double that amount each year to stay on the leading edge of financial and tax planning techniques.

Sam is a graduate of the University of Michigan with a Bachelor of Business Administration with a concentration in accounting.  Sam is also a gradute of Walsh College with a Master of Science in Taxation.  He has been practicing in the financial services arena since 1980.

Sam has expertise in many areas of personal finance and technology and has always been fascinated with the role of money in society.  Helping others prosper and succeed has been Sam's mission since he decided to dedicate his life to financial planning.  His extensive technology and process background allows him to render services on a streamlined and efficient basis, thereby delivering superior service and reporting at the lowest cost to his clients.  He writes, reports and presents regularly to the advisor community on how to make their practices more efficient and take better advantage of technology.

Sam has been generous with his time and expertise and has participated in numerous community and charitable events as a volunteer.  He was a director on the board of the Financial Planning Association of Michigan and is currently the technology and newsletter committeee chairman.  He was also on the board of the Canton (MI) Community Foundation giving strong direction to the investment and finance committee and served a term on the Canton (MI) Chamber of Commerce where he was treasurer for the 750 member chamber during his last year as a board member.  Sam has also provided pro bono service every year and has volunteered in the IRS's senior citizen and low-income tax asssistance programs for many years.

Sam Fawaz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Y.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning. We believe that careful planning, implementation and monitoring of your financial objectives is the best way to answer the question: Why dream when you can plan?

In short, our goal is simple: to help you reach your dreams and enjoy financial peace of mind.

Our services are rendered in a timely, responsive and professional manner with the highest regard for your privacy. Your planner works with you and your other advisors as a team to ensure a coordinated and well informed plan.

Our Services

Our services are rendered in a timely, responsive and professional manner with the highest regard for your privacy. Your planner works closely with you and your other advisors as a team to ensure a coordinated and well informed plan. Our fees are quoted up front in writing and only begin after we have received your written authorization. You will know exactly what and when we will deliver before we begin any work.  You can elect to have us prepare a comprehensive financial plan or pick and choose the services you need "a la carte" if desired.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Sam Fawaz

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Office Locations:

  • 3000 Town Center Drive
    Suite 2235
    Southfield, MI 48075-1159
  • 47969 Inveraray Road
    Canton, MI 48188-4738
  • 2550 Meridian Boulevard
    Suite 200
    Franklin, TN 37067-6384
  • 9005 Overlook Boulevard
    Brentwood, TN 37027-5269

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