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. 

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

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

Tax-Deferred Savings

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

Working While Receiving Social Security Benefits

Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?

Real Estate for Income and Diversification

Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.

A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck