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