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

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?

More Calculators →

Newsletters

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.

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.

1015 Ashes Drive, Suite 200
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): CA, FL, GA, IA, KS, ME, NC, NY, and VA securities products in the following jurisdiction(s): CT, NC, NJ, NY, and ME. 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. CA insurance license #0E49083. 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. CRN202305-282010