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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Consider a Bond Ladder for Rising Interest Rates

A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.

Sticker Shock Is No Joke for Car Buyers

This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

Preparing for a Natural Disaster

Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

What’s Your Retirement Dream Elevator Pitch?

How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

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