In Search of Your Dream Retirement?
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Retirement Strategy
Starts Here

We're Here to Help You Put The Full Retirement Picture Together.

Hi, I’m Brian Scanlon, founder of The Strategic Retirement.

My team and I at Agility Wealth Management, a practice with over 30 advisors and dedicated support staff, take service, wealth management and education very seriously.

That’s why I created this site.

We are on a mission to provide the highest level of retirement-based advice and education so people can work towards their retirement goals with confidence.

Our Business Is You.

No Matter The Challenge, We Put You First

That’s the principle that drives our business. We’re in the business of being there when you need financial guidance and support. Regardless of where you are in the retirement process, our approach can help.


A Personal Relationship

As your trusted confidants, we get to know each other on a personal level.


Tailored Advice

Every family is different.  Our clients receive advice tailored to their individual circumstances.


Review and Adjustments

We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.

Our Secret for Amazing Service

Meet My Team

Brian Scanlon

Financial Advisor

John McCann

Financial Advisor

John Combs

Financial Advisor

JR MacClary

Financial Advisor

Paul Ross

Financial Advisor

Greg Roessler

Registered Representative

Paul Wood

Financial Advisor

Mary Walter

Administrative Assistant

Margaret Cheek

Registered Sales Assistant