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. 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Income Investors May Find Closed-End Funds on Sale

Do you know the differences between open-end and closed-end funds? This article compares the two.

Your Business: New Rules for Writing Off Restaurant Meals

The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

Social Security Spousal Benefits

This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

Are Value Stocks Poised for a Comeback?

Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.

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Check the background of this financial professional on FINRA's BrokerCheck