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.
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.
As your trusted confidants, we get to know each other on a personal level.
Every family is different. Our clients receive advice tailored to their individual circumstances.
We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.