The Whys of Advocacy – How Our Advocacy Program Saved $50,000 On Shoulder Surgery
Peter Rowe, Arcwood’s President and CEO, takes a minute to discuss the details of how Arcwood’s own Advocacy program saved him $50,000 on Shoulder Surgery.
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Peter Rowe, Arcwood’s President and CEO, takes a minute to discuss the details of how Arcwood’s own Advocacy program saved him $50,000 on Shoulder Surgery.
In this installment of Arcwood University, Peter Rowe, Arcwood’s President and CEO, discusses details of Arcwood’s processes beyond AAA and how they help businesses transform their employee benefits plans.
An educational introductory video for 401k participants and Arcwood clients on investment risk. This information is for educational purposes only. It should not be considered investment advice.
Brandon T. Oliver is a Managing Partner of Arcwood Financial LLC. a Registered Investment Advisor Firm, and an Arcwood Consulting firm. Brandon is an Investment Adviser Representative and currently holds his life and health licenses as well as the Certified Financial Planner (CFP®) designation. Brandon started working in the securities industry in 2005. Soon after developing his skills in the financial services arena Brandon lead the Orphaned Client Division at a regional broker dealer where he assisted clients across the country who no longer had representatives. From there he also began assisting in the recruitment and branch development of new advisors for the same broker dealer. At Arcwood Financial LLC, Brandon is a specialist on plan investment menu design, managed portfolios and the monitoring of the designated investment options, plan providers, participant education and committee governance. When not working, Brandon enjoys spending time with his wife Summer and son’s Hayden and Remy. They live in North Central Phoenix, Az.
A short introductory video for 401k participants and Arcwood clients on the Time Value of Money.
Brandon T. Oliver is a Managing Partner of Arcwood Financial LLC. a Registered Investment Advisor Firm, and an Arcwood Consulting firm. Brandon is an Investment Adviser Representative and currently holds his life and health licenses as well as the Certified Financial Planner (CFP®) designation. Brandon started working in the securities industry in 2005. Soon after developing his skills in the financial services arena Brandon lead the Orphaned Client Division at a regional broker dealer where he assisted clients across the country who no longer had representatives. From there he also began assisting in the recruitment and branch development of new advisors for the same broker dealer. At Arcwood Financial LLC, Brandon is a specialist on plan investment menu design, managed portfolios and the monitoring of the designated investment options, plan providers, participant education and committee governance. When not working, Brandon enjoys spending time with his wife Summer and son’s Hayden and Remy. They live in North Central Phoenix, Az.
Arcwood’s own Peter Rowe being interviewed by Lester Morales on the advantages of being self-funded.