In an increasingly fast-paced world where everyone seems to be perpetually busy, how do you want to spend your precious time? Does the thought of managing your finances make you excited, anxious or even sometimes afraid? Have you been thinking that you need to get your financial affairs in order but just haven't done it yet? All the research you could ever want is right at your fingertips, but how do you know what is right for your personal situation?
At Packard Financial & Insurance Services, we take your financial goals personally. We offer an objective approach to financial planning* that is tailored to meet your specific needs. By utilizing proven financial concepts and simplifying them for ease of understanding, we aim to deliver the highest degree of client satisfaction. Working closely with you, we will develop comprehensive strategies that meet or exceed your expectations.
In fact, a coordinated plan can help to save time, save money and simplify your life! Why wait any longer?
At Packard Financial & Insurance Services, we take your financial goals personally. We offer an objective approach to financial planning* that is tailored to meet your specific needs. By utilizing proven financial concepts and simplifying them for ease of understanding, we aim to deliver the highest degree of client satisfaction. Working closely with you, we will develop comprehensive strategies that meet or exceed your expectations.
In fact, a coordinated plan can help to save time, save money and simplify your life! Why wait any longer?
Services
Chris Packard was born and raised in Auburn, California.
He left his small town after high school to broaden his horizons and is a graduate of Columbia University in New York City.
Chris works with motivated individuals and business owners, helping them crystallize their objectives and make smart financial decisions.
His ability to explain financial concepts in simplified terms and to help navigate the ever-growing universe of financial solutions available is appreciated by his clients and seminar attendees.
He left his small town after high school to broaden his horizons and is a graduate of Columbia University in New York City.
Chris works with motivated individuals and business owners, helping them crystallize their objectives and make smart financial decisions.
His ability to explain financial concepts in simplified terms and to help navigate the ever-growing universe of financial solutions available is appreciated by his clients and seminar attendees.
Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.
And because we know your objectives may change over time, we approach financial planning* as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws**, and changes in the marketplace.
We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.
And because we know your objectives may change over time, we approach financial planning* as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws**, and changes in the marketplace.
We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.
Selecting a financial advisor is not an easy decision.
It's a matter of commitment and trust.
At Packard Financial, we are committed to earning our clients' trust everyday.
By working together and clearly defining expectations, we are confident that we can help you achieve your financial goals and secure your financial future.
Through Eagle Strategies LLC, A Registered Investment Adviser, Chris Packard offers an objective, fee-based approach to financial planning.
The solutions recommended and the strategies you decide to implement will depend upon your personal circumstances and objectives.
It's a matter of commitment and trust.
At Packard Financial, we are committed to earning our clients' trust everyday.
By working together and clearly defining expectations, we are confident that we can help you achieve your financial goals and secure your financial future.
Through Eagle Strategies LLC, A Registered Investment Adviser, Chris Packard offers an objective, fee-based approach to financial planning.
The solutions recommended and the strategies you decide to implement will depend upon your personal circumstances and objectives.
You are now leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are linking to.
The information being provided is strictly as a courtesy.
When you link to any of the Web sites provided herewith, you are leaving this site.
Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites.
Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
The information being provided is strictly as a courtesy.
When you link to any of the Web sites provided herewith, you are leaving this site.
Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites.
Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Christopher G. Packard is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA CA Insurance License.
Packard Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Packard Financial & Insurance Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.
Please consult your professional advisors regarding your particular situation.
Packard Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Packard Financial & Insurance Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.
Please consult your professional advisors regarding your particular situation.
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