Munyan & Associates, Inc.

Munyan & Associates, Inc.Munyan & Associates, Inc.Munyan & Associates, Inc.

Munyan & Associates, Inc.

Munyan & Associates, Inc.Munyan & Associates, Inc.Munyan & Associates, Inc.
  • Home
  • BROKER CHECK
  • Account Access
  • M&A QUALIFICATIONS
  • M&A Services
  • M&A Quotes
  • CONTACT US
    • Home
    • BROKER CHECK
    • Account Access
    • M&A QUALIFICATIONS
    • M&A Services
    • M&A Quotes
    • CONTACT US
  • Home
  • BROKER CHECK
  • Account Access
  • M&A QUALIFICATIONS
  • M&A Services
  • M&A Quotes
  • CONTACT US

M&A Services

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Personal Financial Planning

  • Retirement Asset Projections
  • Asset Allocation Analysis
  • Insurance Protection
  • College Planning - 529 Plans
  • Estate Planning
  • Wills/Trusts

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Retirement Planning

  • Mutual Funds
  • IRA - Individual and Rollovers
  • Simple IRA
  • Simplified Employee Pension (SEP)
  • 401-K/Profit Sharing
  • Defined Benefit and 41

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Corporate Consulting

  • Exit Planning (Methods/Schedule)
  • Buy/Sell Arrangements (Valuation/Documentation/Funding)
  • Keyman - "Golden Handcuffs"
  • Selective Compensation (Owners and Key employees)
  • Liquidity (Mutual Funds/Money Mrket)
  • Salary Continuation Agreements
  • Section 125 - "Cafeteria Plans"
  • Salary Savings Plan
  • Incorporation Planning

 

Leon J. Munyan and S. Danell Munyan-Sayer are registered representatives with securities offered through Parkland Securities, LLC.

Member FINRA/SIPC

Munyan & Associates, Inc. is independent of Parkland Securities, LLC.

Copyright © 2021 Munyan & Associates, Inc. - All Rights Reserved.