Jonathan B. Muench, Retirement Plan Advisor & Consultant
Lynette Filler, Client Service Specialist
DAI Financial is a financial services firm specializing in consulting and advisory services for employer-based retirement plans, including 401(k), Profit Sharing, 403(b), Defined Benefit, and Deferred Compensation programs. We provide you with sound guidance and insights that help you offer a valued benefit to your employees: A top-level retirement savings plan.
Jon Muench offers securities and Advisory Services through KMS Financial Services, Inc.