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
Rollover your 401k, 403b, 457 plan, ESOP, TSP, or IRA into something that provides you with income, preservation, and growth potential.
Income Planning
We compare over 1200 annuities to find what is the right fit for our clients income goals, security goals, and other needs.
Dividend Investing
We invite you to explore our dividend investment strategies as part of your plan for retirement.
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. Our goal is to provide the best investment management and to be the best investment manager in Scottsdale and the Metro Phoenix area for our clients. Rather than placing faith in the whims of the market, the IQ Wealth team focuses on high quality dividend stocks for conservative to moderate growth, and high quality technology companies built for the future. 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.