Kathleen Phillips MBA Financial Advisor at Eagle Strategies LLC

Kathleen Phillips MBA Financial Advisor at Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care 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 thro

ugh 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. I am not licensed in all jurisdictions. 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. 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.

3200 Cherry Creek South Drive
Suite 700
Denver, CO 80209

CA Insurance License #4368950

Registered Branch Address
2000 S Colorado Blvd
Tower 2 Suite 1100
Denver, CO 80222
734-363-7933

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing ...
05/29/2026

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4e9EF3n

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
05/27/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

When it comes to your financial future, isn't it better to make sure all your bases are covered? This Disability Insuran...
05/22/2026

When it comes to your financial future, isn't it better to make sure all your bases are covered? This Disability Insurance Awareness Month, reach out to learn how individual disability insurance from New York Life can help supplement government programs or enhance your employer benefits, so you can have peace of mind knowing you're fully covered.

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.

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave...
05/18/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

From sickness to injuries, a disabling event can take many forms. That's why we offer customized solutions to better pro...
05/15/2026

From sickness to injuries, a disabling event can take many forms. That's why we offer customized solutions to better protect what matters most to you. From length of coverage to partial disability riders, reach out today to learn how you can be better protected with New York Life.

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.

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short...
05/14/2026

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short-distance trips.

With gas prices averaging more than $4 per gallon, small changes can lead to big savings.

I just wanted to remind parents of little dreamers that there's still time to apply for the New York Life Golden Futures...
05/12/2026

I just wanted to remind parents of little dreamers that there's still time to apply for the New York Life Golden Futures Awards and Scholarships. Apply today and turn their passion into possibilities. Contact me to learn more!

Buying a house, starting a family, retiring comfortably—everyone has dreams for the future. Don't let an unexpected inju...
05/08/2026

Buying a house, starting a family, retiring comfortably—everyone has dreams for the future. Don't let an unexpected injury or sickness rob you of your means to fund them. Learn how disability insurance can be an easy way to safeguard your income should you become unable to work. Want to know more about your options? Let's talk.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

Address

3200 Cherry Creek South Drive, Suite 700
Denver, CO
80209

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