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Will You Run Out Of Money?

The danger of underestimating how much money you will need in retirement could be one of your greatest financial risks! Life expectancy is increasing, *historically inflation has averaged over 3.42%, medical costs are increasing and company retirement benefits are decreasing.

At Successful Equity Management, we are "income planners". We can run a personalized plan designed especially for you, using personal savings, company pensions, social security, your lifestyle and investment objectives which will show if, or when you will run out of money. Whether you are already retired, or have 5 or more years until retirement, we can build a plan that addresses your individual needs.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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We specialize in helping you:

understand your employer-sponsored plans diversify your portfolio to help reduce risk assess your financial goals, risk tolerance and time horizon deal with forced retirement, or early retirement make the decision whether or not you should retire determine when you should, or should not take social security

We are an organization built on trust and integrity. Our goal is to satisfy the customer by delivering a prime product, and ongoing service that will best suit their lifestyle and financial needs.

*, 5/3/10

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