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. 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

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

More Calculators →

Evaluating a Pension Plan Offer

How lump-sum offers are calculated plus factors and trade-offs to consider when a lump-sum offer is on the table.

Don’t Miss These Key Tax Deductions

Tax compliance can be a struggle for small businesses, but there are deductible costs that may help lower tax bills.

The Rise of Socially Conscious Investing Strategies

Socially conscious investing strategies can help investors build a portfolio that aligns with their personal values.

Using Data to Drive Critical Decisions

Ways in which small businesses are using data to improve efficiency and customer interaction.

More Newsletters →

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