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. 

Cash Flow Analysis

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

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

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Five Money Issues to Talk About Before the Wedding

Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Medicare Open Enrollment

This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

Why Americans Are Eating Out Less Than Ever

Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

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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