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.

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
07/18/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

Several methods can help you calculate how much life insurance you need to financially support loved ones
07/17/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate pla...
07/16/2026

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can help turn that around in three steps.

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

As scammers embrace new tech, use these strategies to help safeguard your accounts.
07/15/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a...
07/14/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decisi...
07/13/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

Building resilience and making informed long-term decisions throughout every stage of your business' lifecycle can play ...
07/10/2026

Building resilience and making informed long-term decisions throughout every stage of your business' lifecycle can play an important role in long-term success.

Building resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
07/08/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

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

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death ben...
07/06/2026

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.

Universal life insurance offers lifelong coverage and flexible premiums. Find out how a universal life policy works now.

Address

Broomfield, CO
80021

Telephone

+13033321429

Website

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