Capital Formation Group, LLC

Capital Formation Group, Inc. is a fully-independent financial services firm that offers financial planning, investment management, estate planning, insurance, trust creation and much more. We serve clients throughout the Boston area, the state of Massachusetts, and across the United States. With an emphasis on limiting threat, we provide a comprehensive array of financial, estate, insurance, investment and policy management as well as fiduciary services. For private clients, we take care of your financial and estate planning, investments, insurance along with the coordination in between trustees and financial advisors. For trustees and advisors, we offer design, analysis, underwriting advocacy and management of your trust/business-owned life insurance. With any luck, in all of this, we give a great measure of acquired wisdom, common sense and a foundation of integrity that allows you to trust us and becomes the basis for a mutually-beneficial relationship.