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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/09/2026

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

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/07/2026

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
09/04/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and f...
09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may ...
09/02/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get t...
09/01/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/28/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/4wSQOzM

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
08/27/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/45QlZ40

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/26/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Address

Broomfield, CO
80021

Telephone

+13033321429

Website

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