Capital Formation Group, Inc. is a fully-independent financial services firm that provides financial planning, investment management, estate planning, insurance, trust creation and much more. We serve clients throughout the Boston area, the state of Massachusetts, and throughout the United States.
With a focus on limiting danger, we provide a comprehensive variety of financial, estate, insurance, investment and policy management in addition to fiduciary services. For private clients, we take care of your financial and estate planning, investments, insurance in addition to the coordination in between trustees and financial advisors.
For trustees and advisors, we offer layout, analysis, underwriting campaigning for and management of your trust/business-owned life insurance.
Ideally, in all of this, we offer an excellent measure of acquired wisdom, common sense and a foundation of reputation that permits you to trust us and becomes the basis for a mutually-beneficial relationship.