Personalized by J. Hagan Capital
J. Hagan Capital grew as a response to our clients. Our founder, Jon Hicks, started the firm when he realized pre-retirees needed positive outcomes in their retirement planning, not just their investments alone. We saw a decreased appetite for risk and, as a result, lost opportunities for long-term investment returns.
Because of that, our firm’s approach is to use mathematically-researched strategies and platforms allowing retirees to stay invested even in choppy markets. We focus on a proactive, long-term future for you.
Defined outcome strategies is a private investment strategy by J. Hagan Capital. This approach has garnered admiration from our growing client base as it’s customized to their unique needs. We frequently monitor and measure progress so we can help our clients take advantage of other opportunities as they emerge along the way. This helps ensure our clients’ investments stay aligned with the goals they have established. Extensive resources are sourced and personalized for each individual client.
J. Hagan Capital is a Registered Investment Advisory firm. As the founder, Jon Hicks wanted to create a wealth management firm that puts its clients’ best interests first. As a firm loyal to its clients, we aim to use all our team’s experience to create peace of mind for you.
Our advisors are committed to ensuring you get the right approach to your unique needs. Our wealth management teams and strategists collaborate with you to nurture a relationship of trust and the highest level of customer service. At J. Hagan Capital, our focus is on you.
We use leading analytics, artificial intelligence (AI), and defined investment platforms once out-of-reach for most clients. Our research goes beyond stocks and bonds and provides our clients access to a new level of investment protection. This offers you added peace of mind during volatile markets and additional investment choices to help achieve expected levels of returns.
The #1 concern many retirees have is how to keep from losing their money. Avoiding losses is crucial to our mathematic-based strategies. Our philosophy is that lost money typically never comes back. During our meetings with clients, we discuss the details of our asset allocation strategy. Each of our portfolios is tailored to meet your unique needs.
Learn more by clicking or tapping one of the plans or strategies on the interactive crest below.
J. Hagan Capital seeks ways to educate and develop a financial strategy that delivers a high-tech, integrated investment planning approach for all your financial needs. We tap into advanced software to develop strategies to help minimize taxes, reduce risk, and generate income regardless of the market. This approach includes retirement planning, tax planning strategies, estate planning, and investment management.
Jon Hicks, MSFS, MBA, and founder of J. Hagan Capital, hosts a nationally broadcast retirement radio show called “The Retirement Solution.” Listen on Sundays at 9 AM on AM 840 WHAS or on podcasts!
We host regular financial planning seminars to help foster knowledge and active learning about retirement. Find an upcoming financial insight workshop near you today!
Are you overwhelmed by retirement planning? Get your complimentary retirement review now.