By
Brian Thorp
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
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Do you work at Arcadia? Get the resources you need and expert insights from financial professionals who specialize in helping Arcadia employees make the most of their compensation package and benefits.
Whether you’re a new Arcadia employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:
✅ Do you know the right moves to make to get the greatest value from the Arcadia benefits available to you?
✅If you’re thinking about leaving Arcadia for another job or planning to retire from the company in a few years, are you taking the right steps today to ensure you will receive all of the compensation and benefits that you’ve earned?
Get the Most Value from Your Arcadia Benefits and Compensation Package
Throughout the year, Arcadia provides its employees and executives with updates about their benefits ranging from health insurance and health savings plans to retirement plans like a 401(k), deferred compensation plans, and stock options. While the company offers many useful resources and access to knowledgeable staff who can assist with questions, you’ll also find financial professionals not affiliated with Arcadia who specialize in helping Arcadia employees make the most of their income and benefits.
Whether you work in the Arcadia headquarters in Greenwood Village, Colorado, another office location around the country, or remotely from home, you may have questions about your compensation package and benefits better suited for a financial professional who can offer unbiased advice and guidance.
For example, sensitive topics like discussing the steps you should take before quitting your job at Arcadia to work elsewhere, protecting yourself in advance of a corporate layoff, or deciding when you should plan to retire are all conversations that may be more comfortable with a trusted financial advisor.
Should you hire an Arcadia specialist financial advisor or an advisor close to home?
You’ll likely find dozens of nearby financial advisors well-suited to help you reach your money goals with a personalized plan. But it may be more difficult to find a financial advisor who specializes in serving Arcadia employees.
Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live.
This means you can choose to hire a specialist financial advisor who lives hundreds of miles away if you decide their knowledge and experience working with Arcadia employees is a better fit to help with your unique needs.
💡 In the Q&A below, you’ll gain insights from financial advisors who work with Arcadia employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.
🙋♀️ Do you have questions not yet answered? Use the form below to submit questions anonymously and watch this article for updates with answers to your questions. You can also reach out to the financial advisors below to set up an introductory call or contact them with your questions by email.
💸 Smart Money Insights for Arcadia Employees & Executives
This page is organized into sections to help you quickly find the information you need and get answers to your questions:
- Q&A: Financial Planning Tips for Arcadia Employees & Executives
- Get Answers to Your Questions About Your Arcadia Benefits and Career
- Browse Related Articles
Q&A: Financial Planning Tips for Arcadia Employees & Executives
Answers to Employee Questions with Hazel Secco, CFP®, CDFA®
Hazel Secco is a financial advisor based in Hoboken, New Jersey, who specializes in offering financial planning services to Arcadia employees. Hazel helps her clients get the most value from their Arcadia benefits and compensation package so they can enjoy life and feel confident about their financial future.
Q: As a financial advisor with experience helping Arcadia employees save for their retirement, how do you help them make the most of their employee benefits?
Hazel: Arcadia doesn’t currently offer a company match for their 401(k) plan, but they do provide stock options to employees. These are pre-IPO stock options, offering employees an opportunity to participate in the company’s growth. However, it’s essential to understand the tax implications of these stock options, as well as when to exercise them. Depending on an employee’s needs and future goals, you can determine the best timing and strategies to maximize this benefit.
Q: Beyond Arcadia employee benefits for retirement savings, are there other types of benefits offered by the company that you find valuable to discuss with your clients?
Hazel: Arcadia has partnered with Manifest House, a virtual well-being space, to offer 30-minute meditation sessions once or twice a month. As I often tell my clients, meditation can truly help your day flow differently, allowing you to show up with a clearer mindset—even when making financial decisions. I highly recommend marking this in your calendar in advance to take full advantage of this awesome benefit. Additionally, they offer unlimited PTO. The work culture is highly supportive, with a strong emphasis on work-life balance, allowing employees to manage their time off flexibly.
Q: For Arcadia employees thinking about leaving the company to accept a job elsewhere, what actions do you recommend they take before resigning and shortly thereafter?
Hazel: I highly recommend reviewing your stock options and understanding the terms, including whether there’s a post-termination exercise period, which is often 90 days after leaving the company. Make sure to make informed decisions to avoid losing the stock options by not exercising them in time. If stock options aren’t exercised, they hold no value.
Q: What are some of the unique financial planning challenges you commonly see among your clients who are Arcadia employees and how do you help them overcome these obstacles?
Hazel: For many employees, stock options can be confusing, and as a result, they often don’t take action. Typically, they may think the options aren’t worth much since they’re pre-IPO and not publicly traded. However, stock options can be a powerful wealth-building strategy if approached with a plan. Understanding the tax impact on the overall financial picture when exercising options and when the company goes public can help employees make the most of this opportunity.
Get to Know Hazel Secco Financial Advisor for Arcadia Employees:
View Hazel’s profile page on Wealthtender or visit her website to learn more.
Are you a financial advisor who specializes in working with employees at Arcadia or another large company?
✅ Join Wealthtender and get featured as a specialist financial advisor based on your knowledge and experience working with employees at Arcadia or another large company. (Subject to availability and terms.)
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✅ Or request more information by email:
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About the Author
Brian Thorp
Founder and CEO, Wealthtender
Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers.
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