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 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.

10/09/2026

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 isn’t to react to every market headline or economic shift. It’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 life—not just your investment accounts, but the bigger picture.

📈 “The market always comes back.”History may support that—but for retirees, there’s another question worth asking:𝐇𝐨𝐰 𝐥𝐨...
10/07/2026

📈 “The market always comes back.”

History may support that—but for retirees, there’s another question worth asking:

𝐇𝐨𝐰 𝐥𝐨𝐧𝐠 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥𝐢𝐧𝐠 𝐭𝐨 𝐰𝐚𝐢𝐭?

In this week’s episode of Financial Strategies, Andrew & Daniel Agemy look at lessons from past market cycles and why the strategy that helped you accumulate wealth may need to change when it’s time to live from it.

Build a retirement strategy that doesn’t depend on a perfect market to succeed. Tune in to the full episode: tr.ee/ngKOUs

Markets have historically recovered from downturns. But if you're r...

𝐂𝐨𝐮𝐥𝐝 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐡𝐚𝐧𝐝𝐥𝐞 𝐭𝐡𝐞 𝐜𝐨𝐬𝐭 𝐨𝐟 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐜𝐚𝐫𝐞? 🩺Long-term care can have financial implications for your in...
10/05/2026

𝐂𝐨𝐮𝐥𝐝 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐡𝐚𝐧𝐝𝐥𝐞 𝐭𝐡𝐞 𝐜𝐨𝐬𝐭 𝐨𝐟 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐜𝐚𝐫𝐞? 🩺

Long-term care can have financial implications for your income, savings, assets, and the people who may help provide care.

That’s why it deserves a place in your broader retirement strategy.

𝐘𝐨𝐮 𝐜𝐚𝐧’𝐭 𝐩𝐫𝐞𝐝𝐢𝐜𝐭 𝐞𝐯𝐞𝐫𝐲 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲. 𝐁𝐮𝐭 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞𝐦.

This , consider how potential care needs could fit into your financial plan.

Learn more at 𝐚𝐠𝐞𝐦𝐲.𝐜𝐨𝐦.

10/02/2026

Watch the full episode here: bit.ly/4hlGiLX

From Roth conversions and RMDs to Social Security and Medicare, the decisions you make in your 60s can have implications...
10/02/2026

From Roth conversions and RMDs to Social Security and Medicare, the decisions you make in your 60s can have implications well beyond the current tax year.

And while you can't predict what tax laws or markets will look like years from now, you can plan for different possibilities.

Read our latest blog to learn why your 60s may be a critical time to take a closer look at your retirement tax strategy.

Explore tax planning strategies to help reduce tax exposure, preserve wealth, and make informed financial decisions today and in retirement.

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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