Team Agemy is the best! They are professional, great communicators and I believe they have our best interest in mind with every piece of advice they provide. They have helped us move through our journey from career to retirement with a solid financial plan which they continually monitor in order to stay on top of the ever changing tax & investing landscape. We HIGHLY recommend them to everyone!
We have been clients of Andrew for over 30 years. His team are professionals who truly care about our financial future. He has demonstrated results and earned our trust. He is representing the next generation as our daughter is now a client as well.
We have been working with the Agemy team for over 25 years. They have always put plenty of time into understanding our family situation and our goals before offering any advice. We have appreciated their thoughtful approach to be good stewards which is why we have trust and confidence in AFS.
Andrew does an excellent job of making retirement planning easy. My concerns about investing were met with respect. I felt heard. I recommend him to all my friends and family.
Specializing in retirement income planning, or as we like to say, “helping you make it down the mountain.” Many financial advisors and financial planners will help you to build your assets and “get up the financial mountain.” However, Mr. Agemy, “a financial sherpa,” and his team focus on helping investors who have already “climbed the wealth accumulation mountain, plan and strategize to have enough income in retirement to have a safe and pleasurable journey “back down” and enjoy the best of life. Agemy Financial’s objective is to see that their clients can retire and stay retired.
Our purpose is to educate retirees – whether that be planning for retirement, legacy planning, wealth management, or just holding your hand when it’s time to leap into retirement. Celebrating 30+ years in business, and we remain steadfast in our dedication to serve and educate retirees.
Agemy Financial Strategies’ purpose is to educate investors — whether that be planning for retirement, legacy planning, wealth management or just holding your hand when it’s time to leap into retirement. You are the CEO of your financial resources, and you can think of us as your CFO, bringing you strategies and ideas designed for YOU in your unique situation, helping you make smarter decisions and letting you focus on enjoying life!
Columbia University IEOR and Academy of Certified Portfolio Managers Deliver the Certified Portfolio Manager (CPM®) Designation. The academic component is designed to provide a deeper understanding of fundamental security analysis, asset allocation, fixed Income analysis and portfolio management concepts for fiduciaries and financial professionals managing discretionary portfolios.
Retirement planning goes beyond simply saving – it involves making strategic investment choices to secure your financial future and enjoy peace of mind. Whether you’re beginning your journey or refining your current strategy, we’re here to help you establish a strong financial foundation for retirement.
Essential Questions to Consider:
You‘ve got retirement goals. We’ve got solutions.
Financial planning creates a roadmap for long-term security by aligning current resources with future goals. It covers budgeting, savings, investments, and risk management while adapting to life’s changes. Beyond numbers, it builds confidence by setting realistic goals, considering tax impacts, and preparing for both milestones and unexpected events. With professional guidance, it empowers informed decisions, growth, and legacy protection.
Investment management is the ongoing process of building, monitoring, and adjusting a portfolio to meet financial goals. It balances risk and return through diversification, performance tracking, and strategic re-balancing. By aligning investments with market conditions and personal objectives, effective management supports long-term growth, stability, and wealth building.
Retirement planning prepares individuals to maintain their lifestyle after leaving the workforce by assessing finances, estimating future needs, and building resources over time. It balances saving, investing, and tax-efficient strategies while addressing factors like inflation, healthcare, and income sources. Effective planning ensures a smooth transition from saving to spending, creating reliable income streams and financial security throughout retirement.
Tax planning strategically structures finances to minimize tax liability while complying with the law. It leverages deductions, credits, and tax-advantaged accounts to optimize after-tax income, both now and in the future. By anticipating changes in laws and personal circumstances, effective tax planning safeguards assets, preserves wealth, and supports long-term financial goals.
Estate planning organizes the distribution of assets through tools like wills, trusts, and powers of attorney to ensure wishes are honored and loved ones are protected. It minimizes taxes, avoids probate, and addresses healthcare or incapacity decisions. Beyond wealth transfer, it supports charitable giving, business succession, and generational legacy building, providing peace of mind and long-term security.
Timely articles, practical tips, and thoughtful guidance to help you confidently navigate your financial journey.
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Agemy Financial Strategies2025-11-14 01:32:392025-11-17 05:27:18You Can No Longer Ask ChatGPT for Financial Advice; How We Can Help
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Agemy Financial Strategies2025-11-07 22:32:282025-11-11 22:34:13Long-Term Care and Retirement Planning
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Agemy Financial Strategies2025-11-01 22:26:042025-11-11 22:29:29Key Financial Tasks to Address by December 31
