DAI Financial - Employer Retirement Plan Consulting
 
 
Retirement Planning HR Department
Jon Muench - Retirement Plan Advisor
 
We are 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.
 
 

Securities and advisory services offered through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.  DAI Financial is wholly owned by Jonathan Muench whose brokerage and investment advisory services are supervised by KMS Financial Services, Inc.  This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.