Live Your Retirement With
Confidence
As Seen
As Seen
There is no charge for an initial discovery meeting
Get Started in 3 Easy Steps
Meet
Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns
Review
Using the IQ Wealth Smarter Bucketing Systemâ„¢, 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
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:
- How To Beat Inflation in 2022 & Beyond
- How To Lock In Gains, Avoid Market Losses
- 2022 Annuity Buyer’s Guide from IQ Wealth®, Comparing 100’s of Annuities (62 Pages)
- The Unspoken Risk You Can’t Ignore THIS YEAR
- The First 3 Chapters of SMART IS THE NEW RICH
- The 10 Minute Guide To Common Sense Retirement Investing
- Instructional Videos
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
Smarter Bucket Planning
Invest Smarter: Financial Bucketing For Retirement Insure your income, insure your outcomes, invest the rest with purpose®.
Listen to Mastering Moneyâ„¢ on Money Radio
Guests Have Included:
Featured Clips From Mastering Moneyâ„¢:
Now You Can Listen To Mastering Moneyâ„¢ 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 Bucketingâ„¢ 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
2022 Annuity Buyer's Guide
How to Retire and Stay Retired…
Navigating Market Volatility
It’s all about perspective.
Social Security Report
What, when, who, how? The Social Security decisions.
Strategic Partners
Our Strategic Partners here at IQ Wealth®.
Women Invest
10 Tips to Help Empower Women Investors.
FREE: Ultimate Retirement Kit!
FREE: Ultimate Retirement Kit!
