Join Mike and Jess Panico as they unpack real stories of their clients’ life journeys, challenges and retirement wins. They also bring The Arcadia Way™ to life by discussing actionable strategies and practical financial insights to help you check off your bucket list and live in a Saturday State of Mind. If you’re ready to turn your retirement dream into reality, hit Subscribe and let’s create your ultimate Saturday together!
Arcadia Wealth Management, LLC (Arcadia) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) and the state of New Hampshire. The information presented in this video is for educational and informational purposes only and is intended for a broad, general audience. It is not intended as, and should not be construed as, an offer, solicitation, or recommendation to buy or sell any securities or to adopt any investment strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, philosophies, or client experiences are illustrative and may not be representative of all clients or outcomes.
Arcadia Financial has a reasonable basis to believe that this content does not include any false or materially misleading statements and presents information in a fair and balanced manner. No portion of this communication should be construed as tax, legal, or accounting advice. Please consult your own tax or legal professional for guidance specific to your situation.
Investment advisory services are provided through Arcadia Wealth Management, LLC, an SEC-registered investment adviser. Insurance products and services are offered through Arcadia Financial Group, LLC, by appropriately licensed agents. Bookkeeping and tax preparation services are provided by Arcadia Tax, LLC. These affiliated entities operate independently but are under common ownership.
If you’re ready to take total control of your financial future…
If you’re seeing what’s possible and want to lean into this opportunity…
If you know you need greater clarity, better momentum, and an honest perspective to eliminate regret in your financial future…
…you’re in the right place. And we’re here to take the next step with you. Start a conversation with our team today to see what’s possible through The Arcadia Way.
