PACKARD ADVISORY

"It quickly became apparent that many of these people never had a retirement plan, an investment plan, or any kind of financial plan, no less an end-of-life plan," says Danny. "Even though these families at one time had money, they were left destitute and desperate for answers."... It was then Danny made the commitment to help clients create a worry-free retirement, helping to alleviate their financial concerns and feel comfortable, confident, and in control of their wealth... Danny and his father, Chris, teamed up again developing Packard Advisory to expand their financial planning services. Danny heads up the advisory services while Chris continues the long-term care crisis planning.

Also known as: Packard Advisory Services

Primary location: Escondido United States