Integrated Wealth Management + Tax Solutions
So You can live your best life
Are your finances keeping you up at night?
We provide the expertise and guidance so you can worry less and live more! Let CGF take the worry out of your financial future with our integrated wealth and tax solutions.
Investment Solutions
We work with you to build a customized, diversified investment portfolio.
Financial Planning
A solid investment plan can help you pursue your goals as well as financial independence.
Tax Planning
Minimize the amount of taxes you pay throughout your lifetime.
Insurance
Insurance transfer the financial risk of life’s event to an insurance company.
Cash Management
One of the keys to a sound financial strategy is spending less than you take in.
Estate Planning
A proper estate plan makes your wishes known for guardianship of minor children.
How To Get STarted With Financial Planning + Taxes
Dealing with investments and taxes is difficult and causes stress, hardships, concern, and more.
Our investment and tax planning framework will help you overcome your concerns.
1. Schedule A Consultation With CGF
2. Get Your Financial Roadmap
3. Enjoy Your Retirement
Your goals and dreams are important to us.
Let us work with you to make them a reality.
Sam Hung and Paul Seig are registered with and securities offered through Kovack Securities, Inc., a member of FINRA/SIPC at 6451 North Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308, (954)782-4771. Sam Hung and Paul Seig offer Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment Advisor. Capital Gains Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Investment Advisor Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
Get background information on these Investment Professionals on FINRA’s Broker Check website and the Client Relationship Summary Form.