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.

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.

08/25/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
08/24/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

As a business owner, your ability to work is often closely tied to the income you earn.Mortgage payments. Household bill...
08/22/2026

As a business owner, your ability to work is often closely tied to the income you earn.
Mortgage payments. Household bills. Everyday expenses. They don't stop if a covered sickness or injury keeps you from working.
Individual disability insurance may help replace a portion of your income during a qualifying disability.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?...
08/20/2026

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?
Disability Insurance may help replace a portion of your income during a covered disability.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Address

Broomfield, CO
80021

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