Broker Check
John C. Hudson

John C. Hudson

Financial Advisor

HOW WE BEGIN

Making that first introduction, and then having to share personal and financial information with a stranger can be awkward. As your professional partner I strive to develop a long term working relationship that earns your trust. I take pride in knowing the services I provide matter to my clients and their families.

Although we offer a full service advisory, in my work as a Financial Advisor, one group I focus on serving is Texas educators, both Higher-Ed and k-12. My wife is a public school teacher and my Mother is retired on the Teacher Retirement System of Texas (TRS). Consequently, my heart has always lent itself to educators who are some of the most hardworking and self-sacrificing individuals I know.  It is my honor to serve you.

 

WHAT YOU CAN EXPECT WHEN WORKING WITH JOHN

  • A judgment-free and no pressure consulting atmosphere
  • Conversations without the complex technical jargon
  • A financial coach who will help you look at the bigger picture and match a plan personalized to your goals and desires
  • Help identifying your unrecognized financial gaps and possible blind spots
  • Answers to your questions and identifying questions you may not have known to ask

 

HOW TO MAKE THE MOST OF OUR FIRST TIME TOGETHER

Bring copies of any financial information so we can learn about where you are today. Things like statements, your budget if you have one, life insurance that you may already have. TRS statement, IRA statement, 401K, or 403(b)/457(b) statements will help paint a picture of your current status.

Other documentation may include paystubs, debt and loan balances with minimum payment information, and a list of any financial concerns or questions you may have.

Think about where you want to be in five to ten years, and how you might envision your retirement. 

Since we take a holistic approach to educating, empowering, and liberating our clients from financial concerns, also keep in mind questions you may have about personal investments, education financing, and long term care to name a few.

Together we will use professional tools to review with the objective of helping you answer the questions: Will I have enough to retire? What will the quality of that retirement potentially look like? When will be the right time to retire?

 

Learn more about our SERVICE offerings.

 

John earned his BS at Texas A&M University and his masters at South Texas Baptist. His career includes national sales and marketing distinctions. He holds FINRA Series 66 and 7 securities registrations and has life and health insurance licenses in Texas. Volunteer efforts include many years in Scouting through BSA and various community activities.

Investment Adviser Representative, Capital Analysts, LLC, December 2015 – Present
Investment Adviser Representative, Lincoln Investment Planning, LLC, 2011 – Present
Registered Representative, Lincoln Investment Planning, LLC, 2011 – Present

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers.
Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com