Welcome to Capital Formation Group, Inc.

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

TRUST

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.

Our Website

Clients may see all financial accounts, plans, documents etc. using our Client Portal (located in the dropdown menu under the “Client Access” section of our website, which you can see on the upper righthand-side of our homepage). Feel free to use our calculators, tax forms and all other materials and features that can also be found in the Client Access section of our website.

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.

Sincerely,

John Williams CLU, ChFC, TEP

CEO & Founder