Agemy Financial Strategies

Agemy Financial Strategies We specialize in conservative retirement strategies with the goal of minimizing our client’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.

06/02/2026

Watch the full episode here: tr.ee/Y68zjV

At Agemy Financial Strategies, you’re more than just a client — you’re family. Through every season of life, our team is...
06/01/2026

At Agemy Financial Strategies, you’re more than just a client — you’re family. Through every season of life, our team is here to help you navigate your financial future with guidance, care, and confidence.

Whether you’re planning for retirement, protecting your legacy, or building toward new goals, you don’t have to do it alone.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐫𝐞𝐭𝐢𝐫𝐞, 𝐚𝐧𝐝 𝐬𝐭𝐚𝐲 𝐫𝐞𝐭𝐢𝐫𝐞𝐝? Let’s create a strategy that works for you. Contact us today at agemy.com.

05/29/2026

Watch the full episode: tr.ee/8fV8Zu

How can a 6-foot man drown in a 4-foot river? 🌊It sounds like a riddle, but it’s actually the reality of the "Retirement...
05/29/2026

How can a 6-foot man drown in a 4-foot river? 🌊

It sounds like a riddle, but it’s actually the reality of the "Retirement Trap." Most of us are told that the stock market "always goes up" on average. But as we explain in our latest blog, averages can be deadly. If you hit a "10-foot hole" the year you retire, the 150-year average doesn't matter—you’re already underwater. 📉

In our newest deep dive, we’re breaking down:
👉 Why "history rhymes" (and how to stop repeating it).
👉 The hidden danger of the 4% rule.
👉 The simple formula (G = I + CA) that shifts you from "hoping for growth" to "guaranteeing a paycheck."

Don't let your retirement be a game of musical chairs. Learn how to build a resilient, income-first portfolio.

🔗 Read the full blog here.

The Retirement Trap - the hidden danger lurking in "average" returns and the "buy-and-hold" strategies pushed by mainstream Wall Street.

What does retirement actually look like to you?In this week’s Financial Strategies Podcast episode, Andrew & Daniel Agem...
05/27/2026

What does retirement actually look like to you?

In this week’s Financial Strategies Podcast episode, Andrew & Daniel Agemy discuss “Hawaii 5-0: Defining Retirement” — a conversation about purpose, goals, income, mindset, and building a retirement you genuinely enjoy.

Broadcasting live from Hawaii, Andrew shares why retirement is about much more than simply leaving work behind. The episode explores the difference between needs vs. wants, why income matters more than account balances alone, and how your mindset may shape your financial future more than you realize.

Watch the full episode here: tr.ee/MZuLmq

What does retirement actually mean to YOU?In this unique episode ...

On , we pause in gratitude and remembrance of those who served and sacrificed for our freedom.“Greater love has no one ...
05/25/2026

On , we pause in gratitude and remembrance of those who served and sacrificed for our freedom.

“Greater love has no one than this: to lay down one’s life for one’s friends.” — John 15:13

Wishing you a safe and meaningful holiday, from all of us at Agemy Financial Strategies.

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

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