Broker Check

High Net Worth Clients

CFG Brokerage Network is experienced in working with brokers on large advanced sales cases. The team will help to identify the opportunity and work through the appropriate estate planning design to implement the best possible solution.

Helping clients protect their wealth and assets involves taking advantage of a diverse array of financial solutions tailored to their long-term needs. CFG Brokerage Network provides strategies to minimize taxes, fund retirement, and protect loved ones.

Estate planning is a team effort. It involves the talents and efforts of a number of professionals that clients respect and trust. CFG Brokerage Network works to involve the client’s attorney, accountant, and other trusted advisors to draft and implement the estate documents essential to their individual needs.