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. 

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Personal Inflation Rate

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

More Calculators →

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

When Weather Becomes Your Worst Enemy

Companies with disaster plans and adequate insurance protection may be in a better position to reopen their doors after a severe weather-related event.

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