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.