Kenneth Kneale

Arcadian Financial Services charges a quarterly retainer of $400 ($1,600 per year) for ongoing financial planning through the Financial Wellness Plan, which requires a minimum one-year commitment. This service includes continuous access to a planner to update and monitor your plan, recommend changes, and conduct a full annual review.

• Standard Financial Check Up Plan — $1,950 to $2,220 depending on complexity, covering a financial snapshot, health check report card, written recommendations, retirement projections including Social Security optimization, current portfolio review, asset allocation, and proposed portfolio rebalancing.
• Comprehensive Financial Health Plan — $2,950 to $3,500 depending on complexity, covering a collaborative review of life goals, spending and cash flow projections, Social Security, pension and annuity options, a comprehensive written plan, asset allocation, and tax planning strategies.
• Hourly consulting — $250 per hour for specific financial advisory needs that do not fall under standard, comprehensive, or maintenance plans.