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

Lease Payment

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

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

Tax-Deferred Savings

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

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Newsletters

Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

Does the Social Security COLA Help If You’re Not Receiving Benefits?

This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

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