Capricorn Financial Strategies was founded in 2005 after Jean Hanson became tired of working for a parent company that dictated the types of investments she should sell to clients.
Jean knew that this wasn't fair to her clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.
So, Jean decided to set out on her own and create the type of firm she thought was needed in this day and age of rushed and sometimes impersonal service.
Jean has teamed with two people who share her outlook, which is to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.
Capricorn Financial Strategies chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.