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?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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