A Breakthrough Approach to Wealth Management

Personalized by J. Hagan Capital

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Defined Risk Management

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.

A Fiduciary Advisory Firm

Your Fiduciary Advisory Firm

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.

Meet Our Team

You deserve peace of mind

You deserve peace of mind

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.

Real-time and research-driven

Real-time and research-driven

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.

Personalized portfolios come standard

Personalized portfolios come standard

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.

We’ve got a plan for that, too. Get to know our process.

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 design strategies, estate planning, and investment management.

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Retirement Planning Estate Planning Investment Planning Tax Design Strategies

Retirement Planning

  • Review income distribution plan
  • Assess current and long-term cash flow needs
  • Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
  • Evaluate life insurance needs and coverages
  • Review survivor cash flow and disability plant
  • Analyze existing property and casualty insurance exposure

Estate Planning

  • Explore long-term care
  • Review family objectives, goals, and concerns
  • Evaluate existing testamentary documents
  • Provide specific tax-savings recommendations
  • Examine tax-effective wealth transfer strategies
  • Coordinate drafting and execution of estate planning documents
  • Review estate tax balance sheet and estate distribution flowcharts
  • Analyze cash flow projections for surviving family members
  • Coordinate asset ownership and beneficiary designations

Investment Planning

  • Focus on accumulation
  • Mitigate risk
  • Maximize current benefits options
  • Discuss investment options of saving and deferred investment plans
  • Review stock options
  • Analyze current elections on benefits and beneficiary designations

Tax Design Strategies

  • Potentially lower your taxes
  • Review current and future income tax liability
  • Educate, advise, and implement strategies to minimize income tax exposure
  • Review withholding and estimated tax analysis

Louisville-Based. National Presence.

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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!

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Get the Retirement Knowledge You Need

Free retirement knowledge. Join class or attend a seminar.

We host regular financial planning seminars to help foster knowledge and active learning about retirement. Find an upcoming financial insight workshop near you today!

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Let’s Find Your Retirement Solution

Are you overwhelmed by retirement planning? Get your complimentary retirement review now.

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