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Nic Hauptmann

Retirement Plan Specialist

Hello, my name is Nic Hauptmann and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus

Retirement and investment planning


Pension and Social Security benefits


Calculating retirement income gap


Understanding rollover options

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Phone: 512-600-5247 | Fax: 888-989-9247

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Nic Hauptmann is an Account Manager at TCG, a HUB International company where he manages relationships with various clients and makes sure their financial planning and retirement planning needs are being met. Nic works with Texas educators and public employees to ensure that they feel comfortable working with TCG, and are confident about their financial future. 

Nic studied Marketing at Texas Tech University and has been part of the team at TCG since graduating. 

Nic currently lives in Austin, Texas. His favorite finance quote says “financial success isn’t about perfection, it’s about direction.”

financial advisor

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