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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

Life Insurance Might Help During Turbulent Economic Times

During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

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.

8209 Market St, A-305
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): FL, NC, NY, and CT, MA, ME, PA, SC, TN, NM and is licensed to sell securities products in the following jurisdiction(s): CT, NC, FL, and NY. 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. 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. CRN202808-9129131