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

   

Strategic Partners

When you work with Structured Asset Management, Inc., you benefit not only from our experience and expertise, but also from our network of strategic partners. Each partner is carefully selected to enhance the relationship we build with you and provide whatever is needed to help you reach your goals.

Dimensional Fund Advisors

Structured Asset Management, Inc. is proud to be one of a select group of independent fee-only advisors with access to Dimensional Fund Advisors. This enables us to offer institutional quality investments based on the leading edge of investment strategy that are not widely available to most retail investors.

TD Ameritrade

We take the protection of your assets very seriously and at no time do we ever take custody of your funds. We have chosen to custody assets with TD Ameritrade Institutional — a leading provider of comprehensive brokerage and custody services — which delivers to advisors and their clients one of the highest levels of security available. Read more about the protection they offer here.

Allied Professional Partners

We have an extensive network of allied professionals to help offer solutions for an array of wealth management needs. Through our professional partners, we are able to offer comprehensive estate planning, tax strategies, insurance and accounting services. We recognize that you may already have a longstanding relationship with other professionals and are also happy to work with your existing accounting, legal, or insurance specialists.


 

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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