Tired of New Taxes? Let Us Help.
Call us today at: (832) 234-9334
Market Street
9595 Six Pines Drive
Level 2 Suite 8210
The Woodlands, TX 77380
You’ve worked hard for years to build a lifestyle and save up for the retirement you’ve envisioned. The last thing you need as you transition into your golden years are unforeseen taxes that can carve a large piece out of the pie you were planning to enjoy.
Retirement brings about new methods of income and expenses, and both can have tax implications you may not have encountered before. Add on the fact that tax codes and regulations are constantly changing, and it can be hard to feel like you have a firm grasp on where your retirement money is coming from or going.
Our team of experienced financial professionals prides itself on the ability to understand your unique circumstances—both where you stand and where you want to be—and can work with you to create a strategy that is tailored to your envisioned retirement and instills confidence as you take in the fruits of all your efforts.
Jon Hagan Hicks, MBA, MSFS
Principal and Chief Executive Officer
Jon Hagan Hicks, MBA, MSFS, is a principal and chief executive officer of J. Hagan Capital. As a radio show host, he focuses on helping investors plan and implement strategies to help allow them to live comfortably throughout retirement. Jon has held financial workshops at Brescia University, Centre College, and the University of Louisville on topics of wealth preservation and international investing. He has researched abroad in India, where he studied the political economy of trade in New Delhi, Jaipur, and Bombay. He received his Bachelor of Science in economics from Centre College, where he was a Rogers Scholar and the Robert Powell Jacobs Prize recipient.
He earned his Master of Science in Financial Services from the Institute of Business and Finance, his Master of Business Administration with honors with concentration in finance from the Keller Graduate School of Management in Chicago, Illinois, and a graduate certificate in financial management from Cornell University.
He is an insurance licensed professional in Kentucky and Michigan and an Investment Advisor Representative of J. Hagan Capital, Inc., a Kentucky Registered Investment Advisor. He is board certified in estate planning and has earned the Certified Tax Specialist designation.
Jon has been published by Fortune.com, Fox Business, CNN Money, Accounting Today, and Yahoo News on the topics of wealth preservation, taxes, and investment theory. You can hear him weekly on “The Retirement Solution” radio show on WHAS 840 or watch him on “Great Day Live!” on WHAS11 ABC.