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Strategic Partnership with the Maryland Optometric Association

Strategic Partnership with the Maryland Optometric Association

July 14, 2023


Wade Zancan
Resonant Financial Management

Resonant Financial Management Announces Strategic Partnership with the Maryland Optometric Association

July 2023: Resonant Financial Management is excited to announce a strategic partnership with the Maryland Optometric Association. The collaboration originated from a desire to offer retirement plan consulting services to the members of MOA, and will help both parties provide comprehensive retirement savings plans to member optometrists and their staff.

With traditional 401(k) plans, there are dozens of responsibilities plan sponsors (employers) must accept and maintain. The need is often to manage the vast majority of the administrative tasks and increase the overall value to practice owners and plan participants. Additionally:

  • Fiduciary protection may be offered by the third-party administrator, who accepts the majority of responsibility and accountability for administrative and investment oversight. 
  • Exceptionally high compliance with Department of Labor (DOL) and IRS regulations has been experienced by many participating employers. 
  • Program costs may be reduced through the aggregation of assets.

Resonant Financial Management believes that effective retirement planning begins by asking the right questions and taking time to explore what really matters most to employers and employees.

The strategic partnership commenced following a series of discovery calls and internal discussions at both organizations. Bringing this offering to member optometrists in Maryland may provide a tangible benefit to the practice owners and their staff members as they strive to prepare for fulfilling retirements. For the association, the cost-saving benefit fosters their consistent response to the needs of their member businesses.

“We’re excited to serve MOA and their members. Over the years, we’ve noticed how practice owners spend the majority of their time assisting patients and running their day-to-day operations. We look forward to collaborating with these front-line providers as they work to meet their own needs and provide a solution for their staff,” noted George Hunter, Managing Director of Resonant Financial Management.

About Resonant Financial Management: Resonant Financial Management provides financial guidance and confidence. As advisors, they are often trusted with important information that they distill and protect as they guide individual and business clients to success, year over year. The organization is co-directed by Managing Partners George Hunter and Wade Zancan, both of whom have served in the financial services industry for more than 20 years apiece.

About the Maryland Optometric Association:  The Maryland Optometric Association serves as the voice of optometry in Maryland to protect doctors and their patients. They advocate, educate and connect optometrists by strong advocacy efforts, providing premier educational resources, and engaging events that bring doctors and industry partners together.

Note: Securities and advisory services offered through registered representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.