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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

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

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Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Medicare or Medicaid?

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

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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