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. 

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

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

Lease Payment

How much would your monthly lease payment be?

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Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

Women Face Challenges in a Post-Pandemic World

As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.

Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.

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