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Meet with Kyle

From Service to Second Act

For Military Families Who've Outgrown DIY

I Coordinate, Simplify, & Get it Done

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All reviewers are current Packard Wealth Strategies clients. They did not receive any form of compensation for their review. 

nest-egg

Retirement

Is our pension enough?

I already speak your language. You have questions. I have answers.

bills

Taxes

Why is my tax bill so high?

piggy-bank-2

Cash Flow

Where's it all going?

stock-market

Investments

What do I do with my TSP?

insurance

Insurance

Do I need SBP?

payment

Charity

How much can we give?

A diagram depicting how a financial plan centered around achieving financial freedom helps bring decisions on cash flow, insurance, taxes, estate, and investments into focus.

Your Vision Drives Your Strategy

Real Financial Planning Intersect Where Values and Money Meet

In your strategy…

  • We start with the end in mind.
  • Your goals direct the plan.
  • Your values guide course corrections.
  • And remember, if you don’t know where you are going, every road will get you nowhere.
Learn More About Kyle
GET SMART or GET SCREWED

My Value to You

Where I provide value. What I don't do. And how it all adds up.

  • Planning 60%

    Aligning goals to a diversified portfolio

  • Managing Risk 20%

    Preventing a blow up

  • Coaching 20%

    Leading sound decision-making

  • Market Timing 0%

    Choosing when to buy or sell an investment

  • Forecasting 0%

    Predicting what the market will do next

  • Stock Selection 0%

    Picking the next NVIDIA

Click here to read the research on the value of financial planning

Are We a Good Fit? Click Here & Decide for Yourself

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Today's Headlines in Historical Perspective​

President Truman said, “The only thing new in the world is the history you do not know.”

I’m sure you’ve noticed the media’s preference for negativity. If you’ve been searching for a better way to understand what’s happening in the market without being inundated with pessimism and negativity, I’m here for you.

My goal here is to serve you (and only you) by providing the appropriate historical context to today’s doom and gloom headlines in a way that may help you become a better investor. And, hopefully, to be encouraged in the process.

Every week, I share my perspective on the headlines in a way that will encourage you and make you more confident about pursuing your financial goals.

If that sounds like something you’d enjoy, join me by subscribing below.