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. 
Calculators

Lease Payment

How much would your monthly lease payment be?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Newsletters

The Federal Reserve’s Key Meeting Dates in 2024

This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.

REITs, Rates, and Income

This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.

HDHP/HSA Pairing May Help Control Medical Costs

High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

More Newsletters →