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