Agemy Financial Strategies

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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 preconceived 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.

10/16/2026

Watch the full episode here: tr.ee/jJ7jnZ

๐˜๐จ๐ฎ๐ซ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง ๐ข๐ฌ ๐š๐›๐จ๐ฎ๐ญ ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐ฐ๐ก๐š๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง๐ฌ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฒ๐จ๐ฎโ€™๐ซ๐ž ๐ ๐จ๐ง๐ž.Itโ€™s about making sure your wishes, finances, and the...
10/16/2026

๐˜๐จ๐ฎ๐ซ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง ๐ข๐ฌ ๐š๐›๐จ๐ฎ๐ญ ๐ฆ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐ฐ๐ก๐š๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง๐ฌ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฒ๐จ๐ฎโ€™๐ซ๐ž ๐ ๐จ๐ง๐ž.

Itโ€™s about making sure your wishes, finances, and the people who matter most are accounted forโ€ฆ now and in the future.

This , take a closer look at the pieces of your plan, from wills and trusts to beneficiary designations and incapacity planning.

Our latest blog breaks down what to consider, when to revisit your plan, and how estate planning can fit into your broader financial strategy.

Estate planning is about more than deciding who receives your assets after youโ€™re gone. Itโ€™s about creating a plan for your finances, your family, your wishes, and the decisions that may need to be made if you become unable to make them yourself.

๐Ÿ“ˆ ๐˜๐จ๐ฎ'๐ฏ๐ž ๐ฌ๐ฉ๐ž๐ง๐ญ ๐ฒ๐ž๐š๐ซ๐ฌ ๐ ๐ซ๐จ๐ฐ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ. ๐ˆ๐ฌ ๐ข๐ญ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ฉ๐ฎ๐ญ ๐ญ๐ก๐ž๐ฆ ๐ญ๐จ ๐ฐ๐จ๐ซ๐ค?For those approaching retirement, t...
10/14/2026

๐Ÿ“ˆ ๐˜๐จ๐ฎ'๐ฏ๐ž ๐ฌ๐ฉ๐ž๐ง๐ญ ๐ฒ๐ž๐š๐ซ๐ฌ ๐ ๐ซ๐จ๐ฐ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ. ๐ˆ๐ฌ ๐ข๐ญ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ฉ๐ฎ๐ญ ๐ญ๐ก๐ž๐ฆ ๐ญ๐จ ๐ฐ๐จ๐ซ๐ค?

For those approaching retirement, the question isn't just how much your portfolio has grown, but how that money can support your next chapter.

In this week's episode of Financial Strategies, Andrew & Daniel Agemy explore why today's investment environment may present an opportunity to shift from chasing market gains to building dependable retirement income.

Tune in to the full episode and rethink what retirement readiness really means: tr.ee/jJ7jnZ

You've spent decades saving and growing your retirement accounts. B...

This National Savings Day, ask yourself: Are your savings helping build the future you want?Saving is just one piece of ...
10/12/2026

This National Savings Day, ask yourself: Are your savings helping build the future you want?

Saving is just one piece of the bigger picture. A thoughtful financial strategy considers how much youโ€™re saving, where youโ€™re putting it, and how it supports your goalsโ€”from retirement and wealth protection to the legacy you hope to leave.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ญ๐ฎ๐ซ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ข๐ง๐ญ๐จ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐š ๐›๐ข๐ ๐ ๐ž๐ซ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ? Connect with Agemy Financial Strategies at ๐š๐ ๐ž๐ฆ๐ฒ.๐œ๐จ๐ฆ to start the conversation.

10/09/2026

Watch the full episode here: tr.ee/ngKOUs

October is , a good time to step back and ask: Does your financial strategy still reflect where you are today and where...
10/09/2026

October is , a good time to step back and ask: Does your financial strategy still reflect where you are today and where you want to go?

A comprehensive financial plan looks beyond your portfolio to consider the bigger picture, from retirement income and taxes to risk management, estate planning, and long-term goals.

The goal isnโ€™t to react to every market headline or economic shift. Itโ€™s to have a plan that can evolve as your circumstances do.

Read our latest blog to learn more.

October is Financial Planning Month, making it a natural time to take a closer look at your financial lifeโ€”not just your investment accounts, but the bigger picture.

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

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