CFG was founded on the premise that working with clients should be about clarifying and solving your problems via sound planning and client-centered advice. Our guide is The Golden Rule.
We work with:
- Private Clients
- Trustees (individual and corporate)
- Tax and Legal Advisors
Whether a trustee, advisor or private client, choosing a partner to manage your financial future is the single most important decision to make. At Capital Formation Group, Inc. we have spent the last thirty-plus years aligning ourselves with our clients’ needs in order to build solidly-grounded, long-term financial & estate plans.
With an emphasis on limiting risk, we deliver 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 as well as the coordination between trustees and financial advisors.
For trustees and advisors, we provide carrier selection, design, analysis, underwriting advocacy and management of your trust/business-owned life insurance.
Hopefully, in all of this, we provide a good measure of acquired wisdom, common sense and a foundation of credibility that allows you to trust us and becomes the basis for a mutually-beneficial relationship.
Finally, feel free to contact us to set up a confidential introductory meeting at no cost to you to see if we’d be a good fit. To contact us, you may call and text us at (781) 237-0123. You may also contact us on Facebook, LinkedIn, and our Contact Page and tweet and follow us on Twitter.
For Our Clients
Clients may see all their financial accounts, plans, documents, etc. in one place, using our Client Portal.
John Williams, CLU, ChFC, TEP
CEO & Founder