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. 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Dividend Investing: Small Payments Can Boost Returns

Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

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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