Broker Check

Clifford B. Benjamin, CVA, President

TN Office » (615) 244-4104


FL Office » (305) 470-0002

TEAM

In addition to the only CVA in the financial planning sector, Sound Crest Financial Services provides a team of professional personnel and resources for Financial Planning Services and Advice. We utilize a group of experienced professionals to address your Business Planning, Estate Planning, Investment and Retirement Planning needs.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Sound Crest experience starts with Clifford B Benjamin, an executive with 30 plus years of experience leading sales, marketing and finance functions of small, medium and large corporations.

Our team of financial professionals can help you determine:

  • Your distribution of a portfolio of assets in an action for Divorce 
  • Your business cash flow for the purposes of retirement planning 
  • The value of your company's economic risk factors, and recommend suitable life Insurance options 
  • Methods to collaborate with your legal team and tax experts regarding your short, medium and long-term investment priorities

We also can answer your questions about:

  • Portfolios held at other investment firms 
  • A proposed division of assets in a divorce action 
  • Analyzing company-owner Buy-Sell Agreements 
  • Estate planning goals 
  • Retirement lifestyle goals