Capital Formation Group, Inc. is a fully-independent financial services firm that supplies financial planning, investment management, estate planning, insurance, trust creation and much more. We serve clients throughout the Boston area, the state of Massachusetts, and throughout the United States. With a focus on limiting threat, we provide a comprehensive array of financial, estate, insurance, investment and policy management along with fiduciary services. For private clients, we take care of your financial and estate planning, investments, insurance in addition to the coordination between trustees and financial advisors. For trustees and advisors, we provide style, analysis, underwriting campaigning for and management of your trust/business-owned life insurance. Ideally, in all of this, we provide a great measure of acquired wisdom, common sense and a foundation of reputation that allows you to trust us and becomes the basis for a mutually-beneficial relationship.

For decades, The Harvest Group has been helping employees and retirees understand their company's retirement benefit plan and prepare for a successful retirement. Over the years, we have worked with employees and have conducted complimentary educational seminars for the following firms, among others: -Procter & Gamble -The Gillette Company -NSTAR -General Dynamics -Metso