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Retirement Planning for NAEA Members

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

Through a series of short questions, we'll explore potential ways to tune up your current plan or how a 401(k) exchange could work for you and your business.

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

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