Request a no-obligation meeting today with Steve to discuss your financial future and the possible role of insurance and investments in your financial strategy!
1  2  3  4  5  6
iq wealth management
Our commitment—and our fiduciary duty—is to you
In The MediaFree ReportFree Meeting


Meet Steve
Steve accepts four to six new clients per month. There is no charge for an initial consultation. Appointment times are limited: Please call (480)902-3333 to schedule a visit. On Money Radio, hear Steve Mondays at 4:35pm, Tuesdays at 4:20pm, Wednesdays at noon, and Saturdays at 11am.


NOW - Tune In Saturdays at 11AM as the Journey Continues!

Data provided by Yahoo Finance

National Debt Clock



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


OWN Your Retirement™:

"Is It Time To Coordinate Your Investments, Insurance, Real Estate, & IRA's Into One Workable Plan?"

 
What A Professional Financial Advisor Can Do For You

1) Consolidates and takes inventory of your liabilities, expenses, and lifestyle needs
2) Cares more about you and your money than anyone who doesn't share your last name
3) Formalizes your goals and puts them in writing
4) Simplifies and clarifies
5) Helps you prioritize your financial opportunities
6) Prepares an asset allocation for you to achieve the optimal rate of return for a given level of risk tolerance
7) Monitors your investments, seeking to lower your risk while expanding opportunity
8) Reviews your traditional and Roth IRA's and all beneficiary designations
9) Reviews your insurance and annuity holdings
10) Helps you convert your investments into sustainable lifetime income
11) Can provide you with technical, fundamental, and qualitative investment analysis
12) Constructs a plan for handling your Required Minimum Distributions, without stress or worry
13) Is a wise sounding board for ideas you are considering.
14) Works with your legal and tax advisors to protect your holdings, or refers you to qualified assistance
15) Is pro-active about staying in communication
16) Is honest with you

 

Steve Jurich, CIS®

Steve Jurich is a Certified Income Specialist™, President of IQ Wealth Management, and Manager of IQ Wealth Advisory, LLC, a Registered Investment Advisor, with assets held in custody at Fidelity Investments. Steve accepts up to six  new clients per month and can help you sort and simplify your retirement portfolio. Steve is licensed in securities (Series 65,63), insurance, and real estate (licensed broker.). IQ Wealth Management is an insurance brokerage that is an Accredited Member of the Better Business Bureau with an A+ rating.

The CIS™ designation is conferred upon candidates who complete a one-year graduate level educational program focused on fixed-income instruments, retirement and financial planning, taxes, Social Security, annuities, withdrawal plans, IRAs, reverse mortgages, stocks, mutual funds, ETFs, and bonds.


We build our practice around these core values:
 
To provide clarity to our clients in assisting them to achieve their financial goals
To provide disciplined investment strategies which create consistent asset appreciation without excessive risk
To improve the financial position of our clients and secure their wealth and legacy
To work collaboratively with clients, colleagues and associated specialists in the pursuit of our clients' goals
To research all issues which may affect our clients wealth and financial outlook and assess the impact of these issues on the goals of our individual clients 

 
 
If you think it may be  time for a second opinion of your income and estate plan, and prefer to work directly with an experienced advisor in a position of authority, rather than a subordinate, please contact IQ Wealth today to set up an initial consultation.

Ready to take the next step? There is no cost to meet and review your plan. Telephone:  (888)310-1776    Email: Steve@IQWealthGroup.com.
 



Note:
Investment securities and annuities are on opposite ends of the financial spectrum. We believe both can contribute to a well balanced retirement portfolio. Each has its own benefits and limitations.  Therefore, we maintain two divisions: securities and insurance. Fee based investment advisory services are provided by IQ Wealth Advisory, LLC, a registered investment advisor. Insurance and annuities are provided by IQ Wealth Management--insurance division. Annuities are insurance based financial vehicles designed not for growth but for income preservation and sustainability. Annuities are not FDIC insured and may have surrender charges for a period of time. Generally, a partial withdrawal of 5% to 10% is allowed annually, penalty free. The annuities we recommend waive all surrender charges upon death. All guarantees rely on the financial strength and claims paying ability of the issuing insurer. At IQ Wealth, our policy is to require at least 100 years of successful track record and strong ratings for any insurance company we recommend.

Income riders are a means to enhance the income benefits provided by the underlying annuity contract. A discussion regarding whether an annuity would meet your needs and objectives should take place, before deciding if an income rider is appropriate.

 

**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.