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Home > Financial Planner Directory > Pennsylvania > Paoli > William Z. Suplee, IV, CFA,CFP®,ChFC,AIF
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William Z. Suplee, IV, CFA,CFP®,ChFC,AIF

Structured Asset Management, Inc.

Station Square Two
Ste 101
Paoli, PA 19301
Phone: (610) 648-0700
Fax: (610) 648-0766

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: We also charge flat fees for planning

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.