Micheal D. Paul, Financial Advisor with Eagle Strategies LLC

Micheal D. Paul, Financial Advisor with Eagle Strategies LLC Micheal D. Paul, Financial Advisor offering investment advisory services through Eagle Strategies LLC I am not licensed in all jurisdictions.

Helping clients achieve their financial goals is my top priority. Drawing from more than 30 years of industry experience, I assist business owners, individuals and families with their most important financial goals including but not limited to: business succession planning, wealth transfer, buy-sell agreements, business exit strategies, estate planning, retirement, and protection for unexpected me

dical events. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor, 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.

370 Interlocken Blvd, Ste 600
Broomfield, CO 80021
303-403-5600

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. 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.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/12/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

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/3Qjnx2b

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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/10/2026

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

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/09/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

When you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain los...
06/05/2026

When you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.

06/04/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

06/03/2026
Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/02/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

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Broomfield, CO
80021

Telephone

+13033321429

Website

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