Agemy Financial Strategies

Agemy Financial Strategies We specialize in conservative retirement strategies with the goal of minimizing our clientโ€™s risk A customized approach is used with each individual situation.

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. We specialize in conservative retirement strategies with the goal of minimizing our client's risk with an effective return. Our core objective is to satisfy our client's needs... We listen. There are no pre

conceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each person's situations, issues and concerns is a core value of our organization... We partner. We aim to use a servant's attitude to develop long-term relationships as we strive to treat others as we would like to be treated... We care. Advisory Services offered through Agemy Wealth Advisers, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are related.

09/03/2026

Watch the full episode here: tr.ee/cJr7ZE

๐Ÿ” When you want a great meal, you probably donโ€™t expect a drive-thru experience.So why settle for one-size-fits-all when...
09/02/2026

๐Ÿ” When you want a great meal, you probably donโ€™t expect a drive-thru experience.

So why settle for one-size-fits-all when it comes to your retirement?

Andrew & Daniel Agemy compare the โ€œfast-foodโ€ approach to financial services with a more personalized, boutique experienceโ€”one built around your goals, income needs, risk, and retirement.

As retirement gets closer, the question becomes increasingly important: ๐ˆ๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ ๐๐ž๐ฌ๐ข๐ ๐ง๐ž๐ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ, ๐จ๐ซ ๐ฌ๐ข๐ฆ๐ฉ๐ฅ๐ฒ ๐๐ž๐ฌ๐ข๐ ๐ง๐ž๐ ๐Ÿ๐จ๐ซ ๐ž๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž?

Tune in and rethink what personalized retirement planning should look like: tr.ee/cJr7ZE

๐Ÿ” What do burgers, banks, and your financial advisor have in common...

08/31/2026

What if some of the financial advice youโ€™ve always heard isnโ€™t right for you?

Thereโ€™s no universal retirement strategy, investment approach, or financial roadmap. Your goals, timeline, priorities, and circumstances matter.

Watch for 5 financial โ€œrulesโ€ we believe deserve a second look.

Want to take a more personalized approach to your financial future? Visit agemy.com.

08/28/2026

Watch the full episode here: tr.ee/utpHE9

If youโ€™re approaching retirement, itโ€™s a question worth asking ๐˜ฃ๐˜ฆ๐˜ง๐˜ฐ๐˜ณ๐˜ฆ you need the answer.Long-term care can impact more...
08/28/2026

If youโ€™re approaching retirement, itโ€™s a question worth asking ๐˜ฃ๐˜ฆ๐˜ง๐˜ฐ๐˜ณ๐˜ฆ you need the answer.

Long-term care can impact more than your healthcareโ€”it can affect your retirement income, your assets, your spouseโ€™s financial security, and the legacy you hope to leave behind.

The right strategy will look different for everyone. From evaluating insurance options to understanding how your existing assets could support future care, planning ahead can help you make informed decisions while you have options.

๐‘๐ž๐š๐ ๐จ๐ฎ๐ซ ๐ฅ๐š๐ญ๐ž๐ฌ๐ญ ๐›๐ฅ๐จ๐  ๐ญ๐จ ๐ž๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž ๐ฐ๐ก๐š๐ญ ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐œ๐š๐ซ๐ž ๐œ๐จ๐ฎ๐ฅ๐ ๐ฆ๐ž๐š๐ง ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐งโ€”๐š๐ง๐ ๐ฐ๐ก๐ฒ ๐ข๐ญ ๐๐ž๐ฌ๐ž๐ซ๐ฏ๐ž๐ฌ ๐š ๐ฉ๐ฅ๐š๐œ๐ž ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ.

Long-term care planning is not about predicting whether you will need care. It is about preparing for the financial and personal consequences if you do.

How much risk do you actually need to take in retirement?In this episode of Financial Strategies, Andrew & Daniel Agemy ...
08/26/2026

How much risk do you actually need to take in retirement?

In this episode of Financial Strategies, Andrew & Daniel Agemy explore the risk vs. reward conundrum and why the answer can change significantly as you move from building wealth to relying on it.

A portfolio designed for growth may look great when markets are climbingโ€”but retirement introduces a different set of priorities. Andrew & Daniel discuss understanding your true risk tolerance, stress-testing your investments against difficult market environments, and building dependable income into your strategy rather than relying solely on market appreciation.

The question isnโ€™t simply how much your portfolio could earn. Itโ€™s whether the potential reward is worth the risk youโ€™re taking to get there. Watch the full episode: tr.ee/utpHE9

Are todayโ€™s markets truly โ€œsafeโ€ for retirees? In this eye-opening ...

Address

1570 Boston Post Road
Guilford, CT
06437

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(203) 738-0026

Website

Alerts

Be the first to know and let us send you an email when Agemy Financial Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category