Our mission statement.

It’s pretty simple.

SSIM provides PERFORMANCE, CLARITY and EFFICIENCY to smart people who want to build a solid structural financial foundation.

SSIM - you pay us to unlock the key to asymmetric investing, which will drive your financial success. What we deliver however, is the STRUCTURE you'll need to succeed in Structuring  and managing your financial life. 

Why is STRUCTURE so important? Without proper “structure” you are essentially building your financial house on sand. It might be good, probably isn’t (based on history). Most people focus on a specific piece of their structure and ignore the rest. The problem is that you never know if you’re actually moving in the right direction. Our Models provide CLARITY for understanding and EFFICIENCY to maximize your plan. SSIM shows you how to build with your PILLARS anchored securely on Solid Rock.

We call it “SMART” Structure because it is just that. Each Pillar will support YOUR specific financial house - NOT one size fits all. So while we focus primarily on  PERFORMANCE, CLARITY and EFFICIENCY, we help and guide you through your OVERALL model considering Taxes, Estate Planning, Insurance Planning AND Investment planning.

To be truly successful, you need to be efficient and NOT waste time and/or money. With our Models, EVERY single step that you take BUILDS on the steps taken prior. For example a typical client’s financial house varies by age, asset size and circumstance. When young, you may be focused on savings. As you age, mortgages and marriages will add some complexity that creates the need for proper estate planning (wills and Insurance Trusts, etc). As your assets grow and your life gets more complex, you may need higher level expertise in legal and/or tax matters. The key is to do things CORRECTLY each and every step of the process. When PROPERLY Structured, EVERYTHING BUILDS on the PROPER BASE that YOU implemented.   

Don’t get ahead of yourself, and don’t waste time and money on things that aren’t moving you towards your goals and/or objectives.  Don’t be penny wise and pound foolish - this stuff is important.  

One thing that I have learned over the years is that, when it comes to TAX ADVICE and LEGAL ADVICE: Everyone will pay EARLY for advice or they will pay DEARLY for advice. Do it right the first time. Save yourself a lot of headaches and money. 

At SSIM, we will assist you with these issues. We’ll guide you as these specific issues are EXACTLY the same for EVERYONE - because its based on US Tax law and US Intestacy laws. Each state will have variations, but a properly designed plan addresses such variations.  So just like everywhere else in the world, there is a beginning, middle and end. When creating your STRUCTURE - you build the beginning properly, you adjust if/as things become more complex and when needed.