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

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4usEK7e

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4vfoJT8

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

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.

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228 Byers Road Ste 301 Ofc 5
Cincinnati, OH
45342

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