The Agili Team
Written by: Nigel Williams “You have to believe in your process. You have to believe in the things that you are doing to help the team win.” – Tom Brady The beginning of February marks the end of another football season. Love him or hate him, Tom Brady has proven...
read moreSimplifying Social Security
Written by: Sarah Caine When you think about retirement, Social Security is probably one of the first things that comes to mind. Social Security is complicated. The Social Security Handbook has nearly 3,000 rules governing its benefits, and very few people can be an...
read moreFinancial Literacy
Written by: Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...
read moreAdventures in Car Buying
Written by: Dan Honsberger I really get excited when people ask me if I know how to drive "stick" - it's the set up for one of my favorite stories about life lessons. In 2008 my Honda had recently lost its muffler, and I decided to be rid of the vehicle. I stepped...
read moreThank You for Participating in Our 2018 Client Survey
Written by: Cindy Joyce Thank you to all of our clients who participated in our 2018 Client Survey. We are thrilled with the results and greatly appreciate the time you took out of your schedules to participate. Overall, we had 138 clients participate in the survey,...
read moreAgili Retreat – Elevating the Client Experience
This year, Agili’s annual retreat kicked off with a special activity. The whole team went to Greater Richmond SCAN (Stop Child Abuse Now) to screen the movie “Resilience: The Biology of Stress & The Science of Hope.” After that extremely moving hour, we worked...
read more1806 Summit Avenue
Suite 100
Richmond, VA 23230