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

   

Comprehensive Financial Planning

Our planning services will provide you with analysis and advice on most components of your financial life. Our methodology includes comprehensive research, review, and analysis of nearly all aspects of your financial situation.  We provide you with a written document summarizing our analysis, recommendations and rationale.  Our engagement includes a 12-month consultation enrollment whereby you will be able to consult with us at no additional fees.

Our analysis and recommendations include but are not limited to:

Net worth calculation and analysis

Tax position analysis

Cash flow analysis

Asset allocation and investment analysis

Retirement analysis and planning

Option planning and analysis

Education funding

Insurance needs analysis

Estate planning analysis

We then summarize our recommendations into an action plan for your consideration and implementation. We have a comprehensive network of allied professionals with related expertise with whom we consult. If requested, we can refer you to other professionals that can help you implement these recommendations in a reasonable and highly competent manner.

Our Process

 

Our Process is a systematic approach to determining the best plan to ensure that you are on track to reach your personal goals.  This process helps us to understand your true financial goals, create the best plan to accomplish them and keep your plan on track.  It generally consists of a series of three to five meetings, some of which can be conducted via web conference for your convenience if necessary.

 

 

Latest Blog Posts

Jun 28, 2017 by Structured Asset Management, Inc.

I am glad to see the new requirement for investment advisors dealing with 401(k) plans take effect. Now advisors have to acknowledge their fiduciary status in writing and subscribe to an impartial standard of conduct. The big keys are that under these new standards, these advisors must:

  • Give advice in the clients' best interest
  • Charge reasonable compensation
  • Disclose conflicts of interest
  • Disclose the fees so they can be understood
  • Make...
Jun 26, 2017 by Structured Asset Management, Inc.

The new rule going into effect with the Department of Labor (DOL) fiduciary rule gives brokers and insurance agents till January 1, 2018 to come into compliance with the rules we have been following for decades.

This is huge news for 401(k) plan participants. Now advisors will have to consider the fees, the benefits and the services provided before they recommend a rollover from a corporate plan to an IRA. Imagine that, a rule that makes these people have to actually work in someone...

Jun 22, 2017 by Structured Asset Management, Inc.

Good news for 401(K) plan sponsors and participants! Under the new Fiduciary Standard of Care rule, all advisors that give investment advice to 401(k) sponsors and their employees (participants) now have to comply with the ERISA standard for fiduciary care.

Before this happened, only advisors who, like us, were subject to the Investment Advisors Act of 1940 were held to the fiduciary standard. Others had what's called the suitability standard. Brokers and insurance...

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