Financial Services

Our financial services are meant to eliminate confusion by identifying how assets and goals complement each other during the different stages of life.

However, large financial plans may leave a person overwhelmed, potentially leading to a greater risk that key parts of the  plan will remain unimplemented. Although the accuracy and thoroughness of a financial plan is important, prioritizing a plan into manageable steps can be just as valuable. CFG can help you navigate financial planning from setting a foundation to transferring assets to the next generation.

Financial Planning with CFG

Comprehensive Financial Planning

Comprehensive financial planning is properly viewed as ongoing, rather…

Estate Planning

An estate plan is a plan you make that lets you choose how your money…

Fixed Annuities

Would your retirement be better if you had a guaranteed stream of income…

Investment Annuity Review Process

We review your annuity contract to make sure that it’s right for…

INVESTMENT management

We place investments for you according to your needs, values…

Retirement Planning

Whether your retirement is a few years or a few decades away, we can…

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696

Capital Formation Group, Inc.