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?

Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises

A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.

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