Sonali Amodwala Chfc, Financial Adviser at Eagle Strategies LLC

Sonali Amodwala Chfc, Financial Adviser at Eagle Strategies LLC Financial Adviser at Eagle Strategies LLC helping families and business owners develop a sound financial strategy. Bldg. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of financial and insurance needs, including, but not limited to retirement & investment planning, college funding and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LL

C, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

6200 Bridgepoint Pkwy. IV, Ste. 300
Austin, TX 78730
512.329.4288

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. CA ins lic. #4153652. Neither The Rainier Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Rainier Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Registered branch address:
6719 Yaupon Dr
Austin, TX 78759

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
09/03/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices...
08/31/2026

The current housing market is different from the one that led to the 2008 housing crash. Learn about current home prices, mortgage rates, and housing market conditions in 2026.

The current housing market is different from the one that led to the 2008 housing crash. Learn how home prices and rates will affect the market in 2026.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
08/27/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4xZWitC

08/25/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
08/20/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3RRzME1
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/06/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.More than ...
08/03/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

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Austin, TX
78730

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