We're a different kind of Financial Advisor

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.

What is a Financial Sherpa?
<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

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.

The&#160;<strong><em>difference&#160;</em></strong><em></em>is in our&#160;<strong>Strategies</strong>

The difference is in our Strategies

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!

Investing
Becoming&#160;<em><strong>educated</strong></em> on your Retirement

Becoming educated on your Retirement

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?

Visit our Resource Center
Your&#160;<strong><em>trusted</em>&#160;</strong>Certified Portfolio Managers&#160;(CPM&#174;)<b>&#160;</b>

Your trusted Certified Portfolio Managers (CPM®) 

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.

Meet the Team