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 Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Gen X Turns 50: Time to Rescue Retirement?

Some helpful strategies, not only for Gen Xers but for anyone concerned about falling short of retirement savings goals.

HOT TOPIC: Full Employment: Are We There Yet?

The current jobs picture and the meaning of full employment in the post-recession economy.

HOT TOPIC: Bipartisan Budget Act Impacts Medicare and Social Security

How the Bipartisan Budget Act impacts Medicare and Social Security and who is affected by these changes.

Does Your Risk Tolerance Follow the Market?

Risk tolerance should be a fundamental component of an investment strategy and based on an investor’s specific situation.

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