Product & Services I. Security Planning: A. Insurance1. Life Insurance2. Disability Insurance3. Long Term Care Insurance4. Critical Care Insurance5. Medicare Advantage/Medicare Supplements/Medicare Drug Plans II. Comprehensive PlanningA. Estate PlanningB. College PlanningC. Retirement Planning1. Non-qualified supplemental retirement plans2. Qualified plans III. Business PlanningA. Group Benefits – Medical, Dental, Disability, 401K, Pension/Profit SharingB. Key Person: How to:1. Attract2. Retain3. Reward4. Provide supplemental retirement plans for Key PersonnelC. Buyout arrangements – how to buyout a business in case of:1. Death2. Disability3. Retirement of the principal ownersD. Disposition of business for business owners1. How to plan an exit strategy from one’s business2. ESOP – How employees can buy the company IV. Investment, Legal and Accounting ServicesA. Where my clients needs indicate, I refer them to the various specialists in the investment, legal and accounting areas . People that I know and respect and participating in my professional organizations: The Estate Planning Council of New York City and The Society for Financial Service Professionals. My business is a personalized operation unlike a huge company that farms out the overseeing and service to less experienced individuals in their firm. Since I oversee the personalized service of my clients, I look for joint work with investment, legal and accounting firms that are providing personalized service and have a comparable level experience and expertise. 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.