Micheal D. Paul, Financial Advisor with Eagle Strategies LLC

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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 medical 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.

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/02/2026

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financ...
10/31/2026

If you’re expecting a windfall or you’ve already received a large inheritance, here’s a guide to help set up your financial future so the money lasts, instead of disappearing in the first year.

You don't need a million dollars to transform your finances and set yourself up for retirement.

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they ma...
10/30/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
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/4f1yH4C

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

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidie...
10/28/2026

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

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

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

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually k...
10/26/2026

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.

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Broomfield, CO
80021

Telephone

+13033321429

Website

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