Business Services

You’ve faced challenges as a business owner — likely many of them — and yet,  you’ve succeeded and thrived.

Your vision and tenacity drove you to put in the hard work that has been instrumental to your success.
Having the guidance and perspective of a seasoned, trusted professional gives your business an edge while helping you and your employees reach financial goals.
Those goals are important to you, and they’re important to us, so we offer business services to help you reach them.
The services we offer to business owners include retirement, estate, and financial planning. We also offer business succession planning, customized executive benefits creation (“Golden Handcuffs” for key employees, for example), help design Buy-Sell Agreements, create informal Buy-Sell Agreement Valuations, and more.

Business Services with CFG

Business Services for Financial Advisors

If you’re a financial advisor who’d like to retire or to be able to focus…

Retirement Planning

Whether your retirement is a few years or a few decades away, it’s never too early to begin planning…

Comprehensive Financial Planning

Comprehensive financial planning is properly viewed as ongoing, rather than as a one time…

Contact Us

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

Capital Formation Group, Inc.