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. 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

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

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

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

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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

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.

Be Aware of Observation Care

Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.

HOT TOPIC: Keeping an Eye on Corporate Debt

This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

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