Request Received

Thanks for taking the time to fill out the form with all of that information. In order to better understand your needs and retirement timeline, that information is necessary for us to be able to help you. Your meeting will be with Steve. He’ll be ready to answer any and all questions you have about retirement, investments, retirement income, insurance, or pretty much anything else that you’d like to ask him. Retirement is his specialty and focus. At IQ Wealth® Management we only work with clients who are approaching retirement or are already retired. Our specialty is the preservation phase of life and we’ve been helping people retire and stay retired for over 20 years. We’re excited to meet you and to begin the conversation that will lead to a retirement plan that you fully understand and empowers you to live the retirement the way you want to. Every part of your plan will be purely about you based on your needs and wants in retirement. We don’t even own cookie cutters, so your plan won’t be generic.

This is Barb. She’ll be calling you to finalize scheduling. She’ll be calling from a 480 area code within 1 business day. She’s known for being extremely friendly and caring, which she gets from her father and mother who always treat people with genuine respect, kindness, and love. When she calls, she’ll double check your preferred meeting times and work with you to figure out a time that works well for everyone. If you have any special considerations, please be sure to let people know. If you’d rather meet over the phone for the first meeting, that can be arranged as well.