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

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

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

Mortgage Acceleration

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

More Calculators →

Newsletters

HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

Working While Receiving Social Security Benefits

Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?

Real Estate for Income and Diversification

Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.

A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.

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