Helping You with your Financial Future
Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where I believe that it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
Planning your financial future can be tough but the good news is that you don't have to do it alone. As a New York Life agent I am trained to
Review and identify your individual situation and personal objectives
Analyze your needs
Develop and implement a strategy to help you achieve your goals
Coordinate your financial activities
Monitor progress and provide an ongoing service.
I Provide the following services, but not limited to:
Retirment Income Planning 412 (e) (3)
Life Insurance
Group Health Insurance *
Education Funding Strategies
Disability Insurance *
Fixed Immediate & Deferred Annuities
Long Term Care Insurance
When it comes to preparing for the future, I believe that it’s important to work with someone who has foresight and experience to help you navigate life’s changes successfully.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.
Jaimal Sangha
Agent
New York Life Insurance Company
(732) 744-0644
Articles
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Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
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Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
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Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
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Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
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5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.