Mangala Pai,
Financial Services Professional for NYLIFE Securities LLC & Agent, New York Life Insurance Company
Financial Services Professional
As a New York Life Agent and Financial Services Professional, my practice focuses on:
Retirement Planning
Estate Planning
College Education Savings
Our client profiles are focused primarily on:
Professionals/Executives
Self Employed Business Owners
Families
Women Professional/Business
We help our clients crystalize their goals and create strategies to help implement those goals . Through our knowledge,experience and resources, we are dedicated to providing sound recommendations.
I have been located here in Edina MN over the last 24 years. I work with clients in Minnesota and several states around the US.
Mangala Pai is recipient of the following:
*Qualifying and Lifetime Member of the Million Dollar Round Table.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest and I look forward to visiting with you.
*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.
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
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.