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

• Estate Planning to 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 do not outlive our income
• Long Term Care Planning so that unforeseen illnesses or injuries do not adversely impact our 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.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

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

Life Insurance

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

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Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

HOT TOPIC: Looking Beyond the Bull Market

The bull market for U.S. stocks hit the 5-year mark in March; only 5 have lasted longer. Where could stocks be headed?

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

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