Your Fiduciary Advisory Firm
At J. Hagan Capital, we understand that every individual has unique financial goals and objectives. That's why we're committed to providing personalized wealth management services that cater to our clients' unique needs. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals, whether it's ensuring a comfortable retirement or securing their family's financial future.
Our Philosophy
Our founder, Jon Hicks, started J. Hagan Capital as a response to the growing need for proactive and long-term financial planning. We recognized that many individuals were failing to achieve their financial objectives due to a lack of a comprehensive financial plan. Our philosophy is centered around providing our clients with a personalized approach to wealth management, tailored to their unique needs and goals.
Defined Risk Management
At J. Hagan Capital, we understand that risk is an inherent part of investing. That's why we've developed a unique approach to defined risk management, which focuses on preserving our clients' wealth while still allowing them to achieve their long-term financial goals. Our experienced team uses advanced technology and research-driven strategies to minimize risk and maximize returns.
Extensive Resources
Our clients have access to a wide range of resources, including advanced software, artificial intelligence, and a team of experienced professionals. We believe that comprehensive wealth management requires a deep understanding of our clients' financial situations, goals, and objectives. That's why we take the time to listen carefully to our clients' needs and tailor our services to meet their unique requirements.
Our Services
We offer a range of services designed to help our clients achieve their financial goals, including:
- Retirement Planning: We help our clients plan for a comfortable retirement by creating personalized strategies that ensure their financial goals are met.
- Estate Planning: Our experts will help you create a comprehensive estate plan that ensures your wishes are respected and your loved ones are protected.
- Investment Planning: We offer customized investment strategies designed to help our clients achieve their financial objectives and minimize risk.
- Tax Design Strategies: Our team of experts will work with you to minimize your tax liability and optimize your financial situation.
Our Team
At J. Hagan Capital, we're committed to providing exceptional service to our clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals, and we're proud to offer our services to individuals and families across the country.
Overall Experience
The reviews are overwhelmingly positive, with several authors praising the staff and Jon for their exceptional service and expertise. The majority of reviewers have had positive experiences, expressing gratitude and appreciation for the help and advice they received.
Positive Comments
The staff is described as being very friendly and knowledgeable, providing good advice and helping customers with their investments. Jon is praised for being extremely knowledgeable, trustworthy, and professional. Reviewers appreciate his ability to break down complex financial information into a digestible format, making it easier for them to understand and make informed decisions.
Negative Comments
One reviewer, Terry Hedgespeth, had a negative experience, stating that the team is not trustworthy and prioritizes radio and TV appearances over customer accounts. This reviewer also mentions that the company has been involved in lawsuits and lost.
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