Capital Formation Group, Inc., Wellesley, MA

The Acorns to Mighty Oaks Process™

 

Capital Formation Group has developed a proven procedure: The Acorns To Mighty Oaks Process™. Through this process, trustees are assisted in assessing and
improving what they own, repairing or replacing what is broken. This process helps them better understand their vulnerabilities and opportunities, and to establish the best way to manage these assets proactively.

We've compiled a white paper about our unique approach to reviewing & managing trust-owned Life Insurance. Download your copy below by entering your name and email address.

Interested in learning how The Acorns to Mighty Oaks Process™ may help you?

To find out how The Acorns to Mighty Oaks Process™ may help you, fill out our intake form below. Answer all the questions, click Submit, and we will get in touch with you as soon as possible.