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. 

IRA Eligibility

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

Cash Flow Analysis

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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College Savings: Roth or 529 Plan?

Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy

Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.

Qualified Longevity Annuity Contracts (QLACs)

Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.

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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