Broker Check

Welcome MICPA Members!

Does your practice offer a 401(k) plan? Or would you like to create one this year? Reach us today to schedule a complimentary "health check" of your existing plan or consultation for a new plan.

Through a series of concise questions, we'll explore potential ways to tune up your current plan or discuss how a 401(k) exchange could support the needs of your practice.

ADDITIONAL OFFER FOR MICPA MEMBERS: Save 15% on plan advisory services offered by Resonant Financial Management

Contact a team member:
Wade Zancan: 443-546-2561 |
George Hunter: 443-546-2560 |