Lakshya Arora, Financial Advisor with Eagle Strategies LLC

Lakshya Arora, Financial Advisor with Eagle Strategies LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th 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. 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. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Ca license number 4457029
228 Byers Rd Ste 301 Ofc 5
Miamisburg, OH 45342
614-218-9141

Had a great session with my study group diving into ways we can continue improving how we serve our clients through smar...
04/10/2026

Had a great session with my study group diving into ways we can continue improving how we serve our clients through smarter, more effective financial planning.

It’s always valuable to step back, challenge our thinking, and collaborate on new strategies that help deliver better outcomes. Grateful to be surrounded by people who are committed to growth and doing things the right way.

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can hel...
04/10/2026

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4mj47pN

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or...
03/14/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4bmqiWO

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4sixZo5

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article fr...
02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4anU7pq

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "re...
02/12/2026

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer ...
02/05/2026

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/4ksM1AM

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 mon...
01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/3ZwpFEx

Want to talk about building a savings approach that actually fits your life? Let's connect.

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/3KQHeMc

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/48VFSHO

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

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228 Byers Road Ste 301 Ofc 5
Cincinnati, OH
45342

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