Broker Check

NAEA Members

Prepared by Resonant Financial Management for NAEA Members

Do you or your clients have questions about retirement plans?

Join the NAEA June "Open Office" Hour - at no cost to members

Join the NAEA June "Open Office" Hour on Wednesday, June 21st, 2023 from 12pm-1pm EDT. This complimentary open session is hosted by Resonant Financial Management exclusively for NAEA members.

Bring your questions about retirement plans for Wade Zancan and George Hunter of Resonant Financial Management, who will provide timely and informed answers. Please refer to the email from NAEA for the online meeting link and other important information.

Resonant Financial Management is located at 10805 Hickory Ridge Road, Suite 215, Columbia, MD 21044.

Securities and Advisory Services Offered Through Cetera Advisor Networks LLC, Member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under Separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Networks LLC nor any of its representatives may give legal or tax advice.

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

The 401(k) exchange - provided by Transamerica and other supporting groups - offers practice owners value through administrative offload, simplified payroll contribution processing, loan and distribution support, time savings, fiduciary risk management, and more. Click here to learn more about what a 401(k) exchange offers.

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

Contact one of our team members:
Wade Zancan: 443-546-2561 |
George Hunter: 443-546-2560 |