We are independent and work in your best interests at all times – not Wall Street’s.
We are compensated for advising you and are focused solely on your success. There are no conflicts of interest.
With over 30 years’ professional experience, we have the knowledge and perspective to help you find the right solution for your needs.
We are uncompromising in our commitment to a higher standard of professional conduct and a strict code of ethics.
Structured Asset Management, Inc.
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. William Suplee, president and founder of Structured Asset Management, Inc., is a fee-only Registered Investment Advisor and financial planner, located in Berwyn, PA serving clients in the western main line and greater Philadelphia area. His firm provides 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!
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 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.
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.
Equifax recently announced a massive data security breach, exposing personal identification information on as many as 143 million Americans. They have set up a website (equifaxsecurity2017.com) where you can check to see if you've been affected and enroll in one free year of credit monitoring and identity theft protection.
Regardless of your planning method or process, it would be a mistake to succumb to standard formulas or a generalized approach to retirement planning. Right now, your retirement vision is based on your specific needs, wants, attitudes and beliefs, and it will undoubtedly change as your outlook and priorities change, but you should always base your income needs on realistic assumptions.
For many years, financial planners had general rules of thumb for determining the amount of income retirees will need, the most popular being the “70 percent rule” which suggests that retirees will need to replace just 70 percent of their pre-retirement income to provide for their living needs in retirement.