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

Tax-Deferred Savings

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

Loan Payoff

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

Required Minimum Distributions

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

More Newsletters →