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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

  • Fiduciary Standard

    We are independent and work in your best interests at all times – not Wall Street’s.

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  • Fee Only

    We are compensated for advising you and are focused solely on your success. There are no conflicts of interest.

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  • Experience

    With over 30 years’ professional experience, we have the knowledge and perspective to help you find the right solution for your needs.

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  • Integrity

    We are uncompromising in our commitment to a higher standard of professional conduct and a strict code of ethics.

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You deserve a financial advisor who always puts your interests first, is objective, and doesn't depend on the product they sell for compensation. We are committed to helping families, individuals and small businesses gain and stay in control of their individual situation. Structured Asset Management, Inc. is a fee-only Registered Investment Advisor, located in Paoli, Pennsylvania providing customized solutions designed to help you achieve your financial goals. Gain peace of mind and contact us for a complimentary, no obligation "get acquainted meeting" to begin planning now!

 

 

Financial Planning

Our planning process results in an organized, comprehensive view of your goals and a clear actionable plan for how to reach them.  We then monitor your plan to make sure that you stay on track and make any needed adjustments.

 

Portfolio Management

Portfolio management begins with a clearly written investment policy statement specifically designed to address your individual situation and objectives. Our strategies use highly cost effective, institutional quality investments.

 

Retirement Plan Services

As a plan sponsor, you have a fiduciary duty to ensure that your plan is efficient and cost effective when benchmarked against similar plans.  Our process does this for you while maximizing plan benefits and minimizing your liability.

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