In our very first episode of Saturday State of Mind, we’re pulling back the curtain on the journey that brought us here—how we built Arcadia Financial from the ground up, quite literally from our basement.
We have spent over a decade building a financial practice centered around helping clients believe that retirement should feel like every day is a Saturday!
But getting here wasn’t easy. There were tough decisions, financial risk, and more than a few moments where we questioned if we were making the right move.
KEY TAKEAWAYS:
● Welcome to Saturday State of Mind – Our First Episode!
● Taking the entrepreneurial leap and quitting our jobs
● Our first-ever live seminar: Expensive and humbling
● Creating strong relationships eventually pays off
● Pivoting from being transactional and creating significance
● COVID shut us down but we preserved and kept growing
● The road to providing comprehensive financial planning
● What it’s REALLY like to work with your spouse
● A sneak peek at future episodes of the podcast
SHOW NOTES
Get full access to the show notes and resources mentioned by visiting: https://arcadia.financial/arcadia-origin-story/
DISCLOSURE:
Arcadia Financial is a SEC/New Hampshire registered investment adviser. Information presented is for educational purposes only, intended for a general audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Arcadia Financial has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience.
Arcadia Financial has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Arcadia Financial has presented information in a fair and balanced manner. Arcadia Financial is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.
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. Bookkeeping and tax preparation services offered through Arcadia Tax, LLC. Arcadia Financial Group, LLC, Arcadia Wealth Management, LLC, and Arcadia Tax, LLC are affiliated but separate entities.
