Since 1978, Daniel M. Smith & Associates has been helping individuals, families and businesses guard against some key perils in life:

• Estate Planning to help maximize the orderly transfer of assets to the next generation in a tax efficient manner
• Business Succession Planning to help protect the future of the Family Business
• Retirement Planning so that we strive to not outlive our income
• Long Term Care Planning so that unforeseen illnesses or injuries do not adversely impact your Financial Plan
• Special Care Planning for families with Special Needs.

 

Our experienced staff and strategic relationships pledge our knowledge, our
resources and our dedication to integrity in all that we do. 

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Consider a Customized Disability Policy

Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

IPOs: Consider the Risks Behind the Hype

Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck