About Packard Financial
IT'S A MATTER OF TRUST
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.
FINANCIAL PLANNING 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 may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.
INVESTMENT ADVISORY SERVICES
In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy. However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, we can help simplify the process. We typically use a fee-based “assets under management” approach, which helps to ensure that our interests are always aligned with yours—to protect and grow your investments. Through our various investment programs—ranging from separately managed portfolios of stocks and bonds to mutual fund accounts—we can personalize your investment portfolio to help you meet your financial goals. Most of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management. Contact us for additional information or to schedule a meeting. Thank you for your interest.
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