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. 

Home Affordability

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

Life Insurance

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

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

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

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Student Debt? These Programs Could Spell Relief

More student loan borrowers are expected to gain access to new federal programs designed to reduce monthly payments.

HOT TOPIC: The British Are Leaving! Why the Brexit Matters to Investors

A discussion of the economic issues surrounding the British exit from the EU, and the impact on financial markets.

Managing Your 401(k)

Make the most of participating in employer-sponsored defined contribution plans, such as 401(k), 403(b), and 457 plans.

Investors Are Human, Too

Understanding the influence of human nature might help investors overcome five common psychological traps.

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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