Sonali Amodwala Chfc, Financial Adviser at Eagle Strategies LLC

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Austin, TX
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 LLC, 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

11/03/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

10/30/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/3WT2oP3

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/27/2026

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

10/22/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

10/20/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/47rPYA3

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4yrZjD1

If it gets you thinking about your own plans, send me a message.

10/15/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

Address

Austin, TX
78730

Website

https://www.therainierfinancialgroup.com/

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