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 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.

The mortgage. The tuition. The retirement contributions. Your lifestyle may depend on your income.If a covered disabilit...
10/10/2026

The mortgage. The tuition. The retirement contributions. Your lifestyle may depend on your income.
If a covered disability event prevented you from working, would your current coverage be enough to keep everything on track?
For many people, employer disability benefits leave a gap between what's covered and what's needed.
That's a gap worth understanding before life puts it to the test.
Schedule a quick income protection review to see where your plan stands.

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.

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache ...
10/09/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/08/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.But if a covered disability even...
10/07/2026

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.
But if a covered disability event prevented you from working, would your current coverage be enough to keep everything else on track?
Many employer disability plans replace around half your salary, before taxes. For many people, that's not enough to protect the life you've worked hard to build.
Schedule a quick income protection review to see where your plan stands.

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.

Many people hope to receive long-term care at home, but the cost of that care has been rising. This article looks at rec...
10/06/2026

Many people hope to receive long-term care at home, but the cost of that care has been rising. This article looks at recent home care price trends and how they may affect older adults, family caregivers, and household budgets.
https://bit.ly/4zlxYTO

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

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

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everyt...
10/05/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

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.

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
10/02/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

Address

Broomfield, CO
80021

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