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. 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

How much would your monthly lease payment be?

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Bridging the Gap Between Retirement and Medicare Eligibility

See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Sticker Shock May Drive Consumers to Used Cars

As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.

Some Small Companies Facing Tariff Troubles

Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

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Check the background of this financial professional on FINRA's BrokerCheck