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. 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

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

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HOT TOPIC: What’s Happening in the World of Higher Education?

This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

Keep an Eye Out for IRS-Related Scams

Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

Home Energy Tax Credits

There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

New FAFSA Favors Grandparent College Giving

Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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