Live Your Retirement With


We can help you manage your money so you can pursue your personal goals.

As Seen

As Seen

There is no charge for an initial discovery meeting

Get Started in 3 Easy Steps


Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns


Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy


Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality

Free Instant Download

Steve’s Retirement Tool-Kit

Learn how to reduce risk, lower your fees, and increase your income without annuitizing. Get 3 of Steve’s time-sensitive reports, plus…

Includes Exclusive Instructional Videos:

  • 2020 Annuity Buyer’s Guide
  • 21 Annuity Buying Tips
  • The 5 Annuity Don’ts
  • Preview of Steve’s Best-Selling Book
  • The IQ Wealth 12 Minute™ Guide to Retirement

Who We Serve

Our Services

401k/IRA Rollover

Roll over your retirement plan (401k, 403b, 457, ESOP, TSP, or IRA) into properly diversified investments positioned for growth and  income.

Income Planning

We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.

Dividend Investing

Explore the Black Diamond and Blue Diamond Dividend Growth Portfolios:
Fee-only, rules-based, disciplined, visionary.

Smarter Bucket Planning

Invest Smarter: Financial Bucketing For Retirement Insure your income, insure your outcomes, invest the rest with purpose®.

Listen to Mastering Money on Money Radio

Guests Have Included:

Featured Clips From Mastering Money:

Now You Can Listen To Mastering Money Wherever You Go!

Download the free MASTERING MONEY app - Get it from the App Store or on Google Play, search for "Mastering Money" or tap the link below.

At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do–and a timeline for getting it done–your financial plan is more clear and realistic.

Today’s crazy markets and low interest rates are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It’s opportunity time. Let’s get to work!

Free Report Downloads

Annuity Buyer's Guide

Don’t buy any annuity until you know all the options.

The Trump Tax Cuts

Most importantly, how do the new tax laws affect you and your retirement?

Are you paying too much in taxes in Retirement?

Don’t overpay!

5 Retirement Mis-steps

Avoid the fall and protect your retirement.

Just how safe is an insurance company?

Are they really more secure than banks?

Will You Have Enough?

One of the most important questions any Retiree can ask.