Live Your Retirement With
Confidence
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

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
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
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™:
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.