Financial Planning, Services & Advice : Sound Crest Financial Services

Client Login

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Being healthy not only makes you feel good, it may also help you financially.

There are common mistakes you can avoid when saving for retirement.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Learn about the rise of Impact Investing and how it may benefit you.

See how long a lump sum of savings could last based on your withdrawal rate and return.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Estimate how much home may fit within your budget based on income and expenses.

Compare two different scenarios side by side to see how they stack up over time.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

When you retire, how will you treat your next chapter?

What is your plan for health care during retirement?

Have you found yourself suddenly single? Here are 3 steps to take right now.

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Understanding the cycle of investing may help you avoid easy pitfalls.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Office:	615-244-4104
Mobile:	(954)226-9546