Muniz and Associates, Inc.

Our mission is to provide our clients with exemplary personal service to assist them in fulfilling their financial goals.

Conveniently located at the corner of Swann Avenue and Bayshore Boulevard in the Bank of Tampa Building.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

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