Winning in retirement, at least financially, is a matter of priorities. Some folks want to double their money, regardless of the risk. They think “TALL” with their money. Others want to leave more for heirs. They also think “TALL” with their money. But a new type of retiree has emerged in recent years. They don’t seek untold wealth or making their kids rich, as much as they seek true financial independence for the rest of their lives. They want their “in-COME” to exceed their “out-GO” for as long as they live. That makes retiring on today’s bonds an impossibility. With ten year treasury’s yielding less than one percent, a new type of safe retirement asset paying significantly more income is needed. As a result of advanced annuity engineering the past five years , a NEXT GENERATION retirement annuity has emerged paying higher income with a high degree of safety. In addition– it may benefit from market increases with no market losses and no cap. A fact filled show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 9/15/22
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
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.
Bucket Planning
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.
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About IQ Wealth®
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 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!
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