| Welcome to the Crestmark Financial Group website
Our goal at Crestmark Financial Group is to assist our clients in meeting their future goals, needs and desires through prudent financial planning strategies. No one plans to fail, but people often fail to plan. Therefore, it is our belief that through the creation and ongoing monitoring of a sound financial plan, combined with proven, conservative investment and risk management products, our clients will be in the best position to meet their financial futures.
Our focus is not only on wealth creation, but also wealth utilization by assisting clients in transitioning into and throughout retirement. This is accomplished by developing a deep understanding of the financial needs and desires of a client entering into the "financial independence" stage and by matching those to the appropriate financial products in a tax-efficient manner.
Beyond wealth utilization, clients interested in estate preservation, legacy planning and charitable gifting are presented with strategies to maximize tax-efficiency while meeting their planning objectives.
If you have any questions or would like further information, please feel free to contact me directly at 604-633-1400.
Sincerely,
Steven Bovencamp, MBA, FMA, CIM
Principal
Crestmark Financial Group
|
