We help you manage your money so you can pursue your goals.
As Heard on KFYI AM 550
As Seen
Meet
Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns
Review
Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, IRA, or Roth IRA into a true retirement plan. Enjoy a retirement fueled by properly diversified investments positioned for growth and income to protect your future and your legacy.
Our Approach
It’s all about you. No fluff and no sales pressure—just education-first guidance and valuable information from an experienced retirement advisor who cares and helps people retire every day.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals. Protected from market loss, the right Next Generation Annuity can guarantee income from 5% to 18% per year depending on age and deferral period.
Income First
The foundation of any rock solid retirement plan is income that you can never outlive. We believe the income amount and security certain annuities provide is too valuable to ignore.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Grow Your Wealth
Our retirement approach leaves plenty of room to continue to grow your money. Protect from inflation and build your legacy with the Black Diamond Dividend Growth™ portfolio and Blue Diamond Technology Leaders™ portfolio.
Bucket Planning
Insure your income, ensure your outcomes, invest the rest with purpose®. Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
One and Done
Every bucket in the IQ Weath® Smarter Bucketing System™ has a specific task and time deadline. Your retirement plan won’t need to be regularly re-done. We believe in a one and done approach to retirement planning.
