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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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.

REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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