1570 Boston Post Road
Specializing in retirement income planning, or as we like to say, "helping you make it down the mountain." Many 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 investors - 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 investors.
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.
Is it time to change strategies? If you are getting close to retirement, chances are if we doubled your investments, it probably wouldn't make a significant difference to your lifestyle. But, if we could double your "retirement paycheck" or income, imagine how that could change your quality of life. What would you do with all your free time if you didn't have to worry about money?
In this new podcast, Andrew the older sage and Daniel, the younger sage, are combining their expertise to educate retirees and assist them in reaching their retirement goals. Andrew bring his 30 years of experience helping retirees with their finances and Daniel brings his ever-expanding knowledge and technical skills. Together, they prepare retirees with the FINANCIAL STRATEGIES they need to stay happily retired. You can listen to the podcast by clicking the button below or listen to it on Apple Podcasts, Google Podcasts, Spotify, and anywhere else you get podcasts.
The wait is over! We invite you to come down to see the NEW and IMPROVED 1570 Boston Post Road. We look forward to hosting clients and guests in our new fresh and airy space.
The Retirement Income Store® is made up of a national network of Income Specialists with the common goal of helping retirees and pre-retirees reduce their exposure to stock market risk, so they can use their retirement savings to establish ongoing streams of income for retirement.
Personalized Financial Services
Let's build a specialized plan for you.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.