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. 

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lifetime Earnings

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

Taxable Equivalent Yield

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

More Calculators →

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

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