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All Securities held in custody at Fidelity Investments, Member FINRA, SIPC
IQ Wealth Management and Fidelity Investments are not affiliates
IQ Wealth Management is an independent advisory firm utilizing the Fidelity platform.*
Welcome To IQ Wealth Management
Regardless of the direction the economy, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests. At IQ Wealth Management, we understand how important it is for you to be able to trust your advisor in the wake of recent, highly publicized corporate failures and investment management misdeeds. With our commitment to a fiduciary standard as a Registered Investment Advisor, we are not beholden to a broker dealer. Our commitment is to you.
The 2013 Spring Investment Symposium at The Scottsdale Plaza Resort was a great success--we look forward to seeing you at a future event. Tune in to Journey To Wealth, Wednesdays at noon on Money Radio to learn more about opportunities to fortify your retirement plan.
High IQ Retirement Planning
If what you thought to be true about retirement turns out not to be true, when would you want to know?
It's sad but true that many investment strategies are still "fighting the last war." The decline in interest rates has raised the risk level of the average bond mutual fund or ETF, yet many portfolios continue to rely on them. Where's the floor? We've developed the IQ Wealth Strategy™ to build an income floor and to meet the "new normal" head on. The objective is to greatly reduce interest rate risk and sequence of returns risk. Learn how you can take control of your financial future, cut your fees, increase your retirement income, and add protection for long term care without paying annual premiums.
The IQ Wealth Strategy™ differs from pie-chart planning which relies on the cycles of Wall Street and “the long run.” While the long run is indeed very important, we think you need more security now as well. Our long view of the economy and markets is that debt is too high, markets are not rational, income should be carefully planned, and having a floor under your retirement is the right thing to do.
If you think it may be time for a second opinion of your income and estate plan, contact me today to set up an initial consultation. There will be no charge or obligation. Simply call (888)310-1776 for a complementary review of your current plan, or email me: Steve@IQWealthGroup.com. I'm looking forward to meeting you!
Take an innovative approach to Retirement Planning with the IQ Wealth Strategy™
**Research from the Employee Benefit Research Institute, Prudential, Boston University, the Journal of Financial Planning, and the Wharton School of Business available upon request. All references to guarantees relate to U.S. Treasury securities, or life insurance guarantees including annuity guarantees. Guarantees are contractual and rely on the claims paying ability of the insurer. Investment advisory services are separate from insurance services. Not all investments or annuities are suitable for all investors. Withdrawals prior to age 59 1/2 may incur tax penalties.