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

Life Expectancy

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

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

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Newsletters

SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

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.

HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

How to Kill Your Zombie Subscriptions

With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

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