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.
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.
Services
The truth is that financial planning needed to grow up. It's time for ultra-attentive, technologically advanced financial services that go beyond your ordinary experience. J. Hagan Capital stands out in Louisville from other financial advisors because we bring an abundance of knowledge to the table before you make a decision.
No two people are alike, and neither are their financial goals. Some financial professionals provide the same options, but we like to take a different approach at J. Hagan Capital. We look out for our clients' best interests and help them decide if their current plan works or not. With over half of people nearing retirement saying their top retirement fear is outliving their savings, creating a retirement plan is more important now than ever.
We believe many investors are overpaying their taxes - especially in retirement. J. Hagan Capital works alongside you and our experienced tax professionals to find the investment strategies and plans that work to provide the best tax situation possible. One of our focuses is tax optimization. There are several strategies our firm employs to help generate tax-free income for clients who might be overpaying taxes.
No one likes to think about their final wishes, but it's important to prepare your portfolio for the day you're no longer with your family and loved ones. At J. Hagan Capital, we're committed to working with our clients to help plan those legacy wishes. We strive to create legacy plans that will truly honor them long after they're gone.
With today's ever-changing markets, it's important to stay on top of your portfolio. We know many people don't have the time to manage their investments, which is where J. Hagan Capital can help. We offer an array of investment management strategies and tools to help you create a portfolio that matches up with your personal financial goals and objectives.
Reviews (3)
Beth Johnson
Aug 05, 2019
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Elizabeth Madden
Aug 28, 2018
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Laurinda Drake
Jul 18, 2018
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I reluctantly went along with my friend to a financial planning meeting at U of L campus . Jon , who conducted the class , grabbed my attention instantly . Throughout I found myself thinking how happy I was to have tagged along on this rainy evening . (Thanks for inviting me Lisa) Call it fate, I call it a Blessing ... I am in fact knocking at the door of retirement & thanks to Jon for meeting with me after the initial classroom experience & reviewing my financial portfolio, I am on track ! I no longer have to guess if I’m making the right choices , I know I am . Do yourself a favor & get the
