Services

Our process is designed to build the financial home necessary for the future you envision. With careful preparations, we can ensure you have the proper resources in place for years to come. Here is the process:

Step 1:

We start by understanding the financial home you envision to meet your objectives and goals for the future.

Step 2:

We sketch your financial home with the appropriate products and services, explaining every factor necessary to achieve those financial objectives. 

Step 3:

We build your financial home with you using the products and services we recommended.

Step 4:

We make sure you're comfortable along the way. We check in regularly with progress updates and seek your feedback to ensure we're consistently improving your financial home.

Together, we can ensure you're best prepared for the future you envisioned.

Protect your family - now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

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Disclosure

Mandeep Bajwa is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0H91161), FL, IN, KY, MA, NC, NJ, NY, OH, OR, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Mandeep Bajwa is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2633 Camino Ramon Ste 525, San Ramon, CA, 94583, 925-866-4654. In this regard, this communication is strictly intended for individuals residing in the states of CA, IN, NJ, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.