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

Loan Payoff

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Why the EPA is Focusing on “Forever” Chemicals

In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

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