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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

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

IRA Eligibility

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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