Jan Mohamed

Jan Mohamed holds the position of Managing Director at Higginbotham Financial, where he designs and implements financial strategies specifically for high-net-worth business owners and individuals. Over Jan’s decades of work, he has amassed a wealth of experience and expertise in guiding clients through complex financial landscapes. His areas of focus include estate tax liquidity, generation-skipping trusts, wealth transfer strategies and creative asset protection planning. All of his work is aimed at safeguarding the financial legacy of his clients and “keeping the wealth in the family.”

Jan’s professional reputation is built on his deep knowledge of financial planning and his exceptional ability to collaborate effectively with professionals. The ability to manage the process with his clients’ attorneys, CPAs, actuaries and bankers helps ensure that every aspect of the clients’ financial plan is thoroughly examined and optimized. This holistic approach maximizes the plan’s effectiveness and provides clients with greater peace of mind knowing that their financial affairs are in capable hands.

In addition to his accomplishments in financial services, Jan has dedicated over two decades to The Strategic Coach program, where he has served as an associate coach for more than a decade. His involvement underscores his commitment to supporting and empowering entrepreneurs nationwide to help them achieve greater success and fulfillment in their professional endeavors.

Jan’s professional achievements have earned him numerous accolades and recognitions, including the prestigious Cigna Man of the Year Award and being named a Five-Star Wealth Advisor for 7 years by Forbes and Texas Monthly. Jan also holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) designations.