Founded in 2008 by Jen Hollinrake, this independent financial consulting firm provides comprehensive financial planning services to individuals and families. The firm operates in affiliation with Commonwealth Financial Network, a major independent broker/dealer, to offer a wide range of investment and insurance products. Its mission is to help clients navigate their financial lives with personalized strategies for retirement, investment management, and insurance planning, focusing on building long-term client relationships based on trust and integrity.

Founded in

United States