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

   

Our Firm

Structured Asset Management, Inc. is an independent registered investment advisor and fee-only financial planning firm, providing guidance on financial planning and investment management to individuals, families and small businesses.  Our mission is to help you reach your personal financial, philanthropic and legacy goals.  We take the time to listen to you and understand fully who and what is important to you. By doing this, we can help you develop and implement a financial plan and investment strategy that can help you take advantage of the right opportunities.

The firm was founded in 2004 by Bill Suplee after a successful 20+ year career as a stock and option trader.  Having watched both his father and grandfather build longstanding relationships and help countless clients manage their stock and bond portfolios, he gained an appreciation for helping people take advantage of market opportunities.  His passion is sharing the knowledge he has to help others reach their goals.

Structured Asset Management is a fee-only firm which means we do not work on commissions.  Our compensation comes only from advising you. This allows us to remain completely objective and free from conflicts of interest.  We have a fiduciary duty to put your needs first and are structured in such a way that we are able to ensure that this happens.

Strategic partnerships with other third party firms allow us to leverage our expertise and offer expanded services to better serve your needs. As our name suggests, we follow a structured approach to planning and investing that maximizes your opportunities while mitigating risk. We are one of a select group of fee-only advisors with access to the Dimensional Fund Advisors' family of low cost, institutional quality investment vehicles.

We invite you to contact us and schedule a complimentary meeting to discuss how we can help you and begin your financial planning now.

 

Latest Blog Posts

Aug 18, 2017 by Structured Asset Management, Inc.

The solution to retirement spending isn’t easy. There isn't one perfect solution for everyone. Three potential approaches include immediate annuities, a total income approach or a total returns approach. While each of these solutions have their pros and cons, we strongly favor the total returns approach in most situations. Here's a look at each of these and their pros and cons.

Immediate Annuity Approach: you turn your...

Aug 07, 2017 by Structured Asset Management, Inc.

Top Retirement Planning Mistakes

Here is a list of what I'd consider the top mistakes people make for their retirement planning:

  1. Not Having a Plan
  2. Bad Annuity Decisions – there’s a reason annuities are sold and not bought
  3. Failing to review investments - being too aggressive or too conservative
  4. Bad Social Security decisions - this should be just part of your plan, not an entire plan
  5. Overspending is a game...
Aug 04, 2017 by Structured Asset Management, Inc.

To follow up on my latest post regarding retirement and the importance of planning ahead, there are a number of things to consider. The biggest challenge is to create a lifelong paycheck, one that allows you to live the lifestyle you envision for yourself in retirement. To accomplish this, it should be structured so that it lasts your (or multiple) lifetime(s), is paid on a regular basis, takes inflation into account and is relatively stable. Each one of these factors could be a whole...

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