With over 30 years of experience in the financial industry, Andrew Agemy, Founder and CEO of Agemy Financial Strategies, Inc. (AFSi), has dedicated his life to educating clients and community members on sound financial principles.
Winning Awards and Recognition
- Andrew has received the prestigious Five Star Professional Award in Wealth Management for 11 consecutive years, recognized by Connecticut Magazine, The Wall Street Journal, and other publications.
- He has also received an A+ rating with the Better Business Bureau and the National Ethics Association for over 10 years.
As a fiduciary, Andrew uses real-world financial data to create personalized financial strategies for each client’s situation. His specialty lies in helping clients transition from the investment accumulation phase to the distribution phase, ensuring a stable retirement income.
Advancing Knowledge and Education
Andrew’s commitment to education is evident in his dedication to keeping up-to-date with emerging trends and financial markets. He holds the CLTC designation and is an MRFC, allowing him to communicate complex financial concepts effectively to his clients.
“A financially literate and educated retiree is a happy and stress-free retiree,” Andrew believes. This philosophy guides his approach to financial education, which includes in-person workshops, online webinars, and personalized coaching.
Expertise in Retirement Planning
AfSi’s team specializes in helping clients maximize Social Security benefits, ensure proper allocations for Required Minimum Distributions, establish well-thought-out estate plans, and avoid common financial mistakes.
Andrew and his team use their expertise to create renewable streams of income that can provide a secure foundation for retirees in their final days.
Expanding Reach and Partnerships
In 2020, Andrew and his son, Daniel, opened an office in Denver, Colorado, expanding AFSI’s national presence. They also became franchise owners of The Retirement Income Store, a national network of Income Specialists.
Daniel and Andrew co-host the popular radio show and podcast, Financial Strategies, which airs every weekend in Connecticut and Colorado.
About Daniel Agemy
Daniel Agemy, CPM®, RFC®, has been working in the financial industry since he was a young boy, helping his father, Andrew, in the office. He earned his way into partnership at Agemy Financial Strategies and co-founded Agemy Wealth Advisors, LLC in 2015.
Daniel received the CPM designation from Columbia University IEOR in 2018 and has been nominated for the Five Star Wealth Manager award two years in a row.
Daniel’s Philosophy on Retirement Planning
Daniel believes in the importance of educating clients and developing relationships with them to improve their financial situations. He enjoys listening to their challenges and sharing ideas on how to address them.
Daniel is well-versed in alternative methods for generating income streams in retirement and enjoys speaking with clients about their goals and aspirations.
A Personal Touch
Andrew and Daniel are both dynamic speakers, regularly invited to appear on radio and TV shows. Andrew is an ordained minister and has been married to his college sweetheart, Cathy, for almost 40 years.
The couple has lived in Madison, Connecticut, for over 30 years, raising their eight children and now enjoying time as grandparents to five grandchildren.
Key Takeaways
• Andrew Agemy’s lifelong commitment to financial literacy and retirement security has earned him numerous awards and recognition. • AfSi’s team specializes in helping clients create renewable streams of income and avoid common financial mistakes. • Andrew and Daniel Agemy co-host the popular radio show and podcast, Financial Strategies, and are dedicated to educating clients and community members through in-person workshops and online webinars. • Daniel Agemy’s expertise in retirement planning and his philosophy on educating clients make him a valuable partner in the financial industry. • Andrew and Daniel’s personal touch and commitment to their clients and community have established them as trusted financial advisors in their field. References
• Connecticut Magazine
• The Wall Street Journal
• Better Business Bureau
• National Ethics Association
Definitions
• Fiduciary: A financial advisor who acts in the best interest of their clients. • CLTC: Certified Long-Term Care Planner. • MRFC: Master Registered Financial Consultant.
