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Capital Formation Group, Inc.

Your financial future partner

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If you’re not sure you’d like to work with us yet, click on the products or services you might be interested in below, answer a few brief questions and we’ll follow up with you to show you what we could do for you if you choose to work with us.

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Estate Planning

What, approximately, is your overall net worth?

Approximately how much of your net worth do you currently have invested?

Have you made any substantial gifts to others from your estate over the years?

Long-Term Care Planning

Do you currently have any Long-Term Care Insurance?

What state do you live in?

Which city/town do you live in?

Do you want coverage at home to be provided so that you don’t have to live in a nursing home or an assisted living facility?

Retirement Planning

Approximately how many years is it until you retire?

What are your approximate annual fixed and ongoing expenses (after taxes)?

Approximately how much do you currently have set aside for retirement?

How much do you add to your retirement savings annually?

Investment Placement and Oversight

Do you like choosing individual stocks?

Do you like pooled investments (funds and ETFs, for example)?

Do you understand what being a fiduciary responsible to you means in the field of investment placement & oversight?

Life Insurance Planning

Would you like to be educated about the various types of life insurance?

What do you believe you need life insurance for?

Do you have an approximate idea of how much life insurance you want to own?

Do you have any experience with life insurance trusts?

Educational Planning

Do you have a rough idea of how much one year of tuition costs at the type of college and/or grad school you want to save for (public, private, community, etc.)?

How many children would you like to save tuition money for?

How old are your children (in years)?

Do you know what “529 Plans” are?

Full Name

Telephone

Email Address

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If you’re interested in working with us, see What We Do to view the full array of our services.

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.