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
Our Financial Process
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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.
Retirement Planning
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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.
Tax Planning Strategies
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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.
Estate Planning
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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.
Investment Management
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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.
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