Packard Wealth Strategies

Packard Wealth Strategies

Financial Services

Alexandria, VA 21 followers

Wealth Management Strategies for Those Who Have Served - Virtual & Nationwide

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About us

As a CERTIFIED FINANCIAL PLANNER™ professional, my approach to financial planning is client-focused and comprehensive, aimed at helping you achieve your personal and financial goals. It starts with me understanding your financial situation and what you hope to achieve. I work with you to identify and set realistic objectives, analyze your current financial strategies, and provide tailored recommendations in areas like budgeting, investments, insurance, and retirement planning. I’ll explain these recommendations to ensure you fully understand and agree with them. Then, I’ll implement the strategy we’ve decided on. Planning is an ongoing process, requiring regular reviews and updates to keep pace with any changes in your life or financial circumstances. As a fiduciary, my top priority is your best interest. My goal is not just to help you accumulate wealth but to empower you to make informed decisions that contribute to your overall financial well-being.

Website
https://packardwealth.com
Industry
Financial Services
Company size
1 employee
Headquarters
Alexandria, VA
Type
Privately Held
Founded
2023
Specialties
Financial Planning, Wealth Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning

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Updates

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    Packard Wealth Strategies

    21 followers

    A new article from Kyle Packard, CFP®...

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    Kyle Packard, CFP®

    Strategist | Financial Planner | Veteran | Business Owner

    📰 In my latest article, I discuss the value of scenario planning in preparing for the unknown financially. 💪 You'll learn to apply these principles to build resilience and adaptability to your financial plan. Discover how to: 💡 Develop multiple financial scenarios 💡 Identify key variables and high-impact/low-probability events 💡 Create effective contingency plans to handle uncertainties 💰 Whether you're a veteran nearing retirement or transitioning to a civilian career, this article provides the tools and insights you need to secure your financial future. 📖 Read the full article here and start planning for whatever comes next.

    Enhancing Financial Resilience Through Scenario Planning

    Enhancing Financial Resilience Through Scenario Planning

    Kyle Packard, CFP® on LinkedIn

  • Packard Wealth Strategies reposted this

    View profile for Kyle Packard, CFP®, graphic
    Kyle Packard, CFP®

    Strategist | Financial Planner | Veteran | Business Owner

    After reaching over 2,000 followers, it's time for a reintroduction. About me...For 25 years, I rose from Private to Lieutenant Colonel in the US Army. Starting at the Iowa Army National Guard and then The Citadel, my service took me from the 2nd Ranger Battalion, the Office of the Secretary of the Army, and through combat five combat deployments. Memories I'll never forget. And yet, all career Soldiers face the same question at some point: what's next? For me, it's financial planning. While at Johns Hopkins School of Advanced International Studies (SAIS), economics courses drew me into personal finance, and I've been hooked ever since. If you've served with me, you know I've spent most of the last decade helping solve some of our country's thorniest problems. I plan to apply everything I've learned to your financial success. I'll be a 100% independent, fee-only fiduciary advisor. I am a Certified Financial Planner™ professional and Chartered Financial Consultant. Packard Wealth Strategies will begin accepting clients in the Summer of 2024 and focus on wealth management for Veterans, Retiring Service Members, and their families. This is more than just a business to me - it's continuing a life of service to the community that has given me everything. I'm serving the Military Community because you're family. Here's to becoming your trusted advisor in the future. PS Click the link in my bio to visit the Packard Wealth Strategies website. There, you can join the waitlist and learn when appointments become available. Army Strategist Association CFP Board The American College of Financial Services

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  • View organization page for Packard Wealth Strategies, graphic
    Packard Wealth Strategies

    21 followers

    What are your thoughts?

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    Kyle Packard, CFP®

    Strategist | Financial Planner | Veteran | Business Owner

    I'm a different type of financial advisor. Twenty years of planning expertise in a different career color my idea of what makes a good plan—financial or otherwise. In my next article series, I'm explaining what makes me different. What would be more helpful: Should I start by explaining what I don't do, or should I describe my way of doing things without the comparison? Please vote below so I know what direction to take!

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