Our Products
And Services

Security
Planning

Insurance

  1. Life Insurance – Financial protection for loved ones in the event of the policyholder’s death.
  2. Disability Insurance – Provides income replacement in case of an inability to work due to illness or injury.
  3. Long Term Care Insurance – Covers the cost of extended care services, including nursing home or at-home care.
  4. Critical Care Insurance – Offers financial support during major illnesses such as cancer, heart attack, or stroke.
  5. Medicare Advantage/Medicare Supplements/Medicare Drug Plans – Assistance with Medicare coverage options, including additional benefits and prescription drug plans.

Comprehensive
Planning

Estate Planning

Guidance on structuring your assets to ensure efficient distribution to heirs while minimizing taxes.

 

College Planning

Strategies for funding education costs, including savings plans and investment options.

 

Retirement Planning

  1. Non-qualified supplemental retirement plans – Flexible retirement savings options not subject to ERISA requirements.
  2. Qualified plans – Retirement plans with tax advantages, such as 401(k)s or IRAs.

Business
Planning

Group Benefits

Design and implementation of employee benefits such as medical, dental, disability, and retirement plans.

 

Key Person Planning

  1. Attract – Strategies to draw top talent to your business.
  2. Retain – Benefit solutions to encourage employee loyalty.
  3. Reward – Incentive programs to recognize and compensate key personnel.
    Provide supplemental retirement plans for Key
  4. Personnel – Additional retirement benefits for valued employees.

 

Buyout Arrangements

  1. Death – Financial strategies to buy out a deceased partner’s share.
  2. Disability – Plans for acquiring a partner’s stake in case of long-term incapacity.
  3. Retirement of the principal owners – Smooth transitions for owners exiting the business.

 

Disposition of Business for Business Owners

  1. Exit Strategy – Planning for an orderly and profitable transition out of the business.
  2. ESOP – Employee Stock Ownership Plans to allow employees to purchase ownership in the company.

Investment, Legal and
Accounting Services

Specialist Referrals

Connections to trusted investment, legal, and accounting professionals within respected organizations like The Estate Planning Council of NYC and The Society for Financial Service Professionals.

 

Personalized Service

Collaboration with experienced firms to provide tailored financial, legal, and accounting services for clients, ensuring a high level of expertise and attention.

The information on this web site is designed to be general in nature and for educational purposes only. Aragona Financial Strategies does not give tax or legal advice.

Contact Us

Aragona Financial Strategies

Office: 914-337-5494

Fax: 914-337-1647

Email: aragonafinancial@gmail.com

81 Pondfield Road #260

Bronxville, NY 10708

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Disclosures

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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