Business Details
Your Trusted Partner for Financial Planning Solutions
At Packard Financial, we take your financial goals personally. Our objective approach to financial planning is tailored to meet your specific needs, utilizing proven financial concepts simplified for ease of understanding. With a commitment to delivering the highest degree of client satisfaction, we work closely with you to develop comprehensive strategies that meet or exceed expectations. Our specialties include retirement planning, business succession strategies, portfolio management, risk management, wealth preservation, education funding, and charitable gifting. We believe a coordinated plan can help save time, save money, and simplify your life. Our team combines extensive industry experience with a personalized touch, serving clients in Auburn, California, and across multiple states.We prioritize transparency, objectivity, and long-term relationships, ensuring our clients feel confident in their financial decisions. Our advisors hold affiliations with respected organizations like the Million Dollar Round Table, demonstrating our dedication to excellence. We operate through Eagle Strategies LLC, a Registered Investment Adviser, and collaborate with specialists in tax planning, business consulting, and estate planning to deliver holistic solutions. Our mission is to build, protect, and preserve your assets while fostering trust through consistent, client-centric service.
Services
Retirement Planning
Business Succession Strategies
Portfolio Management
Risk Management
Wealth Preservation
Education Funding
Charitable Gifting
Highlights and features
- We offer personalized financial strategies tailored to your unique goals.
- Our advisors hold affiliations with industry-recognized organizations like MDRT.
- We provide comprehensive solutions through partnerships with tax and estate planning specialists.
- Our team combines 13+ years of industry experience with local community knowledge.
- We prioritize transparent communication and long-term client relationships.
Associations and certifications
- Million Dollar Round Table (MDRT)
Services
Retirement Planning
Our retirement planning service helps clients determine their financial needs for retirement by analyzing factors like desired lifestyle, life expectancy, and investment returns. We develop customized strategies incorporating tax-advantaged accounts, pension maximization, and Social Security optimization. Our approach focuses on balancing risk tolerance with growth objectives to ensure sustainable income throughout retirement years.
Business Succession Strategies
We assist business owners in creating comprehensive succession plans that address asset protection, tax minimization, and family harmony. Our strategies include ownership transfer frameworks, key employee incentives, and estate equalization techniques. The planning process considers both personal and business objectives to ensure smooth transitions during retirement or unexpected events.
Portfolio Management
Our portfolio management service offers access to professional investment strategies tailored to individual goals. We provide separately managed accounts and mutual fund wrap programs with ongoing monitoring. The approach combines asset allocation expertise with personalized adjustments for risk tolerance, income needs, and long-term growth objectives across different market conditions.
Risk Management
We help clients assess and address insurance needs through life, disability, and long-term care coverage. Our approach focuses on protecting family assets, replacing income during disability, and covering end-of-life expenses. We evaluate existing policies and recommend solutions that align with overall financial plans while considering tax implications and estate planning needs.
Wealth Preservation
Our wealth preservation service focuses on minimizing estate taxes and facilitating smooth asset transfers. We develop strategies using trusts, charitable giving, and tax-efficient gifting techniques. The planning process integrates with investment portfolios and retirement accounts to align with clients' legacy goals while maintaining flexibility for changing circumstances.
People
Christopher G. Packard
Financial Advisor
Chris Packard, a Columbia University graduate, specializes in financial planning and business succession strategies. With over two decades of experience, he helps clients achieve financial goals through personalized solutions. He actively contributes to community organizations and holds affiliations with the Million Dollar Round Table.
Sarah Johnson
Associate Financial Advisor
Sarah Johnson brings 13 years of financial industry experience to Packard Financial. A CSU Sacramento graduate, she focuses on client service and operations. She supports clients with investment advisory services while balancing family life in Auburn, California.
Questions
What financial services does Packard Financial offer?
We specialize in retirement planning, business succession strategies, portfolio management, risk management, wealth preservation, education funding, and charitable gifting.
How does Packard Financial approach client financial planning?
We take an objective, fee-based approach through Eagle Strategies LLC, creating personalized strategies that evolve with your changing life circumstances and financial goals.
In which states does Packard Financial operate?
We serve clients in Arizona, California, Colorado, Florida, Idaho, Indiana, Massachusetts, Maryland, North Carolina, Nevada, New York, Oregon, Texas, Virginia, and Washington.
What qualifications do Packard Financial advisors hold?
Our advisors are affiliated with the Million Dollar Round Table (MDRT) and work through NYLIFE Securities LLC (Member FINRA/SIPC) and Eagle Strategies LLC, a Registered Investment Adviser.
Does Packard Financial provide business owner solutions?
Yes, we help business owners with succession planning, key employee retention, compensation strategies, and tax-efficient business transitions.
