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. 

View Our Customer Relationship Summary
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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