A couple named Tom and Becky

Simplify Your Life With A Retirement Plan Built For You

Schedule your Free Retirement Review with Steve Jurich.

Accredited Investment Fiduciary®, Investment Manager, and Founder of IQ Wealth®.

Retirement Planning

A Complete Retirement Plan to Safeguard Your Retirement.

IRA and 401(k) Rollovers

The Smarter, Safer IRA, 401(k), 403b, or TSP Plan Rollover.

Lifetime Income

More than enough retirement income for your chosen lifestyle.

Investment Portfolios

Smart Investments Designed for Growth in Retirement.

Fortress Strategy™

Save on taxes, access more income, and reduce risk.

S.M.A.R.T. Retirement Planning

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S- Secure income

Secure income to meet all living and lifestyle expenses, contractually guaranteed

M- Math based

Math-based planning to make sure you have enough income

A- Ample liquidity

Ample liquidity to meet travel, lifestyle, and emergency needs

R- Retirement

Retirement done your way guided by people who treat you with respect and courtesy (and don’t turn you over to a trainee)

T- The right advisor

The right advisor who will listen to your needs and priorities–with the skill and experience to make it happen

Choosing the Right Advisor

Your adviser should be someone worthy of faith and trust. You will be confiding in him or her about your important dreams, goals, and concerns. That is why you don’t want a salesperson, you want a fiduciary who has years of experience, has managed through difficult financial times, and helped hundreds of clients turn their dreams into reality.


Ask Questions and Get Honest Answers

Ask questions and make decisions with confidence as you work with Steve, who is an Accredited Investment Fiduciary® and legally can only respond in your best interest and cannot make recommendations based on his own benefit (which he wouldn’t do anyway).


Practical Real-Life Retirement Planning

Retire with confidence after a patient and educational process of analyzing and selecting the best retirement income and growth options for your specific needs with Steve, who is a Certified Annuity Specialist®.


Retire on Your Terms

Live your retirement the way you want to with a retirement plan that fits the lifestyle you prefer that’s straightforward and easy to understand. We’ll never tell you how to live your life, but we will help you plan your retirement.


Ask Questions and Get Honest Answers

Ask questions and make decisions with confidence as you work with Steve, who is an Accredited Investment Fiduciary® and legally can only respond in your best interest and cannot make recommendations based on his own benefit (which he wouldn’t do anyway).

Above: Gary Kaltbaum. (Fox Business) Gives his thoughts on Steve Jurich

About Steve Jurich

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Above: Steve Jurich @ IQ Wealth® Spring Summit

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Accredited Investment Fiduciary®

Steve has over 20 years of experience assisting clients with the biggest financial decisions in their lives—advising only in their best interest.


Financial Bucketing Professional

Steve is the founder of the IQ Wealth Smarter Bucketing System™ which he created to help his clients achieve a higher level of security, income, and growth in retirement.


Certified Annuity Specialist®

Steve reviews up to 1200+ annuities and rejects over 98% of them and has crafted a detailed selection process to help his clients select the right annuity for their specific retirement needs.


Investment Portfolio Leader

Steve conceived, originated, and developed the IQ Wealth Black Diamond Dividend™ Growth Strategy and the IQ Wealth Blue Diamond Technology Leaders™ Portfolio.


Radio Personality

Steve is the host of the daily radio show “Mastering Money” on Money Radio with over 2000 radio appearances.


Amazon Best Selling Author

Steve is the author of “Smart Is the New Rich”, an Amazon best-seller that outlines a more predictable and stress-free aproach to retirement funding and financial independence.


Financial Media Contributor

Steve’s comments have been seen on Boomberg.com, MarketWatch, and TheStreet.com. He’s also a contributor to Kiplinger Online.

Get Your Free Retirement Review

Phone and In-Office Meetings Available

Why Choose Us?



Get Passed Off to a New Agent


Get a "Car-lot" Sales Pitch


Feel Pressured


Feel Unsure About Your Plan


Experience Confusion


Be Treated Like a Number


Run Out of Income



Work Directly With Steve


Get Honest Fiduciary Advice


Be Listened To


Feel Confident About Your Plan


Experience Clarity


Be Treated Like Family


Have More Than Enough

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Discuss Your Retirement Plans With Steve

Phone and In-Office Meetings Available

Schedule a Meeting

The first step is to fill out this form so we can contact you to find a good time to meet and get to know each other.

Your meeting will be with Steve directly, you won’t be passed off. Your Retirement will be taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your goals for retirement.

Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist®, and a member in good standing of the Financial Planning Association® (FPA). You’ll have an unbiased educational series of conversations that will be free of sales pressure and bound to fiduciary duty (only recommending in your best interest and never for his own benefit).

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Step 01

Finish the Form

Complete the form on this page so we can confirm your meeting time.

Step 02

Confirm Scheduling

You’ll receive a call and email from us to finalize the best appointment time.

Step 03

Begin the Conversation

You’ll meet directly with Steve, who will do a lot of listening to make sure he understands what your dream retirement looks like.

Barb Jurich

Barb will call you to Confirm Scheduling.