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Daniel (Dan) Smith

CFBS, CLTC, JD**, ChSNC™

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

       

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Special Needs (ChSNC Required)
  • Retirement Income Planning
  • Estate Planning
  • Risk Management Strategies
  • Business Succession Planning
  • Charitable Giving

Languages

  • English

**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

CRN202008-234829

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