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. 
Calculators

Cost of Retirement

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

ISM Indexes Watch for Trouble on Both Sides of the Economy

Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

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