Daniel M. Smith & Associates

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

Estate Taxes

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

More Newsletters →

About Us

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.
Videos

Short animations that focus on a variety of financial topics.
Flipbooks

These magazine-style flipbooks provide helpful information.

8209 Market St, A-305
Wilmington, NC 28405

Phone: 910-208-2678
Fax: 910-208-2685

dmsmith @financialguide.com
Map and Directions

LICENSING INFORMATION

Daniel M. Smith is licensed to sell insurance products in the following jurisdiction(s): FL, NC, NY, and CT, MA, ME, PA, SC, TN, NM and is licensed to sell securities products in the following jurisdiction(s): CT, NC, FL, and NY. I cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business. State of Domicile: NC. Daniel M. Smith is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600. Daniel M. Smith & Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202808-9129131