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. 

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

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

More Calculators →

Help with College: A Gift for Your Grandkids

Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.

Insurance with Potential Cash Value

Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Why Americans Are Eating Out Less Than Ever

Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

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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