Why Choose Agemy to Achieve Your Personal and Financial Goals?

Why Choose Agemy to Achieve Your Personal and Financial Goals?

July 07, 2021
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Not working with a financial planner? You could be missing out. If you are serious about building long-term wealth, Agemy Financial Strategies offers a variety of services you aren't getting that you may not even know about.

Deciding whether to get a financial advisor or manage your own investments is a big decision. But did you know financial planners assist in more than just managing your money? A good financial planner can organize your overall financial picture and implement strategies that will help you achieve your goals, from organizing your estate to retiring when you want.

To answer the common question of "Do you need a financial advisor?" consider the services and benefits of a financial advisor:

  • Creating an investment strategy
  • Minimizing taxes
  • Avoiding emotional decisions
  • Lowering your risks
  • Structuring withdrawals from accounts, and so much more

Whether you’re a busy executive, business owner, working parent, caretaker or even retired - the truth is, everyone can use professional advice.

About Agemy Financial Strategies

Financial advisors aren’t exactly hard to come by. But not all financial advisors are created equal. Finding the right fiduciary for your financial needs, objectives, and unique circumstances is a must when it comes to building a solid working relationship that helps you make smart financial decisions.

At Agemy Financial, our services specialize 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 our 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.

Our Process

We understand personal finance isn't interesting to everyone! And it doesn't have to be. But if you're neglecting your finances, it's likely worth giving us a call. When we get started working with you, our initial assessment includes gathering a complete picture of your assets, liabilities, income, and expenses.

We then synthesize all of this initial information into a comprehensive financial plan that will serve as a roadmap for your financial future. Our full spectrum of financial services includes:

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

 

Our Core Values

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 live, work and breathe by the following three values:

  • We Listen: 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 Partner: A customized approach is used with each individual situation. 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 Care: 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.

Summary

Not all financial advisors have the same level of experience or will offer you the same depth of services. So when contracting with an advisor, do your own due diligence first and make sure the advisor can meet your financial planning needs.

If you have any questions on our company, services, values ore more, contact us here today. Our trusted advisors in both Denver, Colorado and Guilford, Connecticut are waiting for your call.