Perhaps the most important choice you will make in building a plan for retirement is your financial advisor. Is he or she experienced in all aspects of financial, estate, and retirement planning? Will you be passed off to an assistant, or less experienced staff members (who may not be with the firm in a year), or will you work with a premier planner with the necessary background?
Steve Jurich (pronounced Jur-itch) is an Accredited Investment Fiduciary®, a financial advisor with more than 20+ years experience, and member of the Financial Planning Association®. He is the Amazon best selling author of SMART IS THE NEW RICH, and the founder of IQ Wealth® Management in Scottsdale.
If you are seeking the services of a skilled and experienced planner who will take the time to listen, and then prescribe your best path forward, look no further than Steve.
“At IQ Wealth, we believe smarter planning and smarter investment choices are the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ and our exclusive 40-40-20 allocation system helps our clients simplify and clarify their finances. Bucket planning is a common-sense process 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. You stop investing with foggy emotion and start intentionally growing and protecting your money– with a clear plan.”
Accredited Investment Fiduciary® and Founder of IQ Wealth® Management