Eagle Strategies Christopher

Building, Protecting & Preserving Your Assets

In today's dynamic and ever-changing world, navigating your financial life can be overwhelming. At Packard Financial & Insurance Services, we believe in simplifying the process and empowering you to achieve your financial goals. We take a personalized and collaborative approach to financial planning, working alongside you to create a customized roadmap that aligns with your unique needs and aspirations.

Our Commitment

We understand that your financial health is deeply personal, and we take the responsibility of protecting and growing your assets seriously. Our team of experienced professionals will work closely with you to identify your financial objectives, assess your risk tolerance, and develop a tailored plan that addresses your specific situation.

What We Do

Our comprehensive services cover a wide range of financial areas, including:

Wealth Preservation & Estate Planning

• Developing robust estate plans like wills, trusts, and power of attorney
• Implementing asset allocation strategies to safeguard your wealth
• Exploring IRA distributions and retirement planning options

Business Succession Strategies

• Creating succession plans specifically designed for businesses
• Succession planning for family-owned businesses
• Identifying strategies to minimize taxes and maximize value

Retirement Planning

• Evaluating your retirement accounts and investment options
• Developing a comprehensive plan for sustainable income in retirement
• Planning for potential tax implications in retirement

Education Funding

• Exploring various options for funding your children's or grandchildren's education
• Discussing tax benefits and financial aid programs

Portfolio Management

• Developing a diversified portfolio aligned with your financial goals and risk tolerance
• Regular review and adjustment of your investments to ensure ongoing alignment

Risk Management

• Identifying potential risks and implementing strategies to mitigate them
• Providing guidance on insurance coverage selection

Working with Us

Our collaborative approach and personalized attention set us apart. We believe in open communication and regular review sessions to ensure your plan remains effective and adapts to your changing life circumstances.

Our Goal

Our ultimate goal is to empower you to make informed financial decisions and achieve your financial aspirations. We are dedicated to building lasting relationships based on trust, transparency, and exceptional client service.