The philosopher George Santyana once said, “The working of great institutions is mainly the result of a vast mass of routine, petty malice, self-interest, carelessness and sheer mistake. Only a residual fraction is thought.”
Since no body corners the marketplace on ideas, at Aragona Financial Strategies, we are dedicated to empowering your financial success by offering innovative ideas designed to help you grow, safeguard, and preserve your wealth while achieving your unique goals.
Most people spend a lifetime earning money, but spend very little time planning the efficient and coordinated uses of their money. Thus, they fail to develop financial strategies that will maximize their wealth accumulation, recover costs and losses, protect their families and employees, and keep their businesses and assets from unnecessary shrinkage. We work to ensure financial and emotional alignment when coordinating financial products with planning specialists.
Aragona Financial Strategies is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have questions or would like more information on our firm, please email or call us at (914) 337-5494. We look forward to hearing from you.
We are licensed to sell insurance in the following states: New York, Florida, and Connecticut. This communication is strictly intended for individuals living in those states. No offers may be made or accepted from any resident outside these specified states.
Joseph F. Aragona, CLU, ChFC has been in the life insurance and financial services business for over 55 years. His firm, Aragona Financial Strategies, specializes in the use of tax advantaged life insurance, disability insurance, annuities and long term care products in the estate, and retirement and employee benefit planning areas. Aragona’s expertise is in providing personalized insurance and estate planning ideas. His strategies have brought financial peace to individuals and businesses alike. With his ideas, he co-brokered the sale of life insurance to all the partners of Price Waterhouse and insured the senior officers at the U.S. Trust Company of New York. He consulted with PSEG on a fee basis, assisting with their corporate life insurance program. He is a longtime member of The Society of Financial Service Professionals and the Estate Planning Council of New York City and, where his clients’ needs indicate, works with other professionals in various specialties.
Aragona earned his Bachelor’s and Master’s degrees from Adelphi University. He was awarded his CLU and ChFC designations from the American College of Life Underwriters and has earned advanced certificates in estate and employee benefit planning. Aragona is a past member of The Million Dollar Round Table, the industry’s premier professional association, the Court of the Table, and the MDRT’s Top of the Table.
Joe was married to his wife Muriel for almost 50 years before she passed away in July of 2023 in Bronxville, NY. Their daughter Elizabeth is married to David Haines, and they have two children ages seven and five. Elizabeth graduated from Kenyon College in Ohio. While in college, she was voted the Most Valuable Player in her junior and senior year for her achievements in field hockey while receiving a national scholarship award for athletes attaining excellence in academics. Elizabeth was selected to play on the USA Youth Field Hockey Team in Australia. She also completed running in New York City’s 2011 Marathon on “Fred’s Team” for cancer research, finishing with a time of 3:53:32. David graduated from Lehigh University on a full academic scholarship and is a chartered financial analyst who works in private equity.
Protect yourself and your loved ones against life’s uncertainties. With options like life insurance, disability coverage, long-term care, and Medicare-related plans, you can ensure financial stability in the face of unexpected events and secure peace of mind for the future.
Build a roadmap for achieving your long-term goals. Whether you’re preparing for retirement, funding a college education, or creating a robust estate plan, this service helps you organize your financial priorities and create a legacy for your family.
Safeguard your business’s future with strategies tailored to your needs. From setting up group benefits for employees to creating buyout or key person insurance plans, you can ensure business continuity and a smooth exit strategy when the time comes.
Get access to specialized expertise to refine your financial approach. Whether you need investment advice, legal counsel, or accounting services, these referrals connect you to trusted professionals who can help manage your wealth and meet your goals.
At Aragona Financial Strategies, we believe in personalized, adaptable solutions that protect your wealth and provide stability for your future. Let us help you navigate life’s financial complexities with confidence.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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