Session Available Now

Session Available Now

How You Could Avoid 5 Retirement Planning Mistakes In 2022 And Beyond…

For those transitioning jobs or contemplating early retirement, here are the 5 keys we share with our clients to potentially help them save money on taxes in their retirement years!

In this presentation, you will learn:

  • Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…
  • Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…
  • Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…
  • Key #4: Why we recommend creating a long term plan for healthcare. Unaccounted Healthcare costs could significantly impact your retirement plan. We want to help you create a plan that includes a solution to this potential problem… 

    AND more...

In this presentation,
you will learn:

  • Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…
  • Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…
  • Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…
  • Key #4: Why we recommend creating a long term plan for healthcare. A recent article in Barron’s said “...the average couple will need $469,000 for healthcare and long-term care expenses in retirement.” We want to help you create a plan that includes a solution to this potential problem… Please cite a date/source

    AND more...

About The CEO Of
Arcadia Financial Group

Michael Panico, CFP

Michael Panico, CFP®

CEO - Arcadia Financial Group
Michael Panico has been helping clients plan for retirement for over 18 years. Mike believes true retirement planning must go beyond investment portfolios. To achieve true confidence, he believes a prudent retirement plan must include strategies to provide and protect the income necessary to sustain each person’s standard of living for as long as they live.

Prior to founding Arcadia Financial Group, Mike served as an advisor with Equity Services, Inc. and Ameriprise Financial.

Mike holds a Bachelor of Science in finance from Babson College and became a CERTIFIED FINANCIAL PLANNER™ professional in 2008. The CFP® certification is granted only to advisors who have completed a rigorous examination demonstrating their ability to professionally deliver on many traditional planning aspects, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning strategies. CFP® professionals are vetted to uphold the highest standards of education, experience and ethics.

Mike holds a resident license for life, accident and health insurance in the state of New Hampshire. He also offers insurance services in Massachusetts, New York and Rhode Island.

Born and raised in Dedham, Massachusetts, Mike now resides in New Hampshire with his wife and two boys.
The Arcadia Financial Group and I are here to serve you. Learn ways to help secure your
future and RSVP for your One on One appointment.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services are offered through Arcadia Wealth Management, LLC, a Registered Investment Adviser. Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. Arcadia Financial Group, LLC and Arcadia Wealth Management, LLC are affiliated but separate entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained in this presentation shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this presentation are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.