Above: Steve Jurich @ IQ Wealth® Spring Summit
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About Steve Jurich
Steve Jurich is an Accredited Investment Fiduciary® who has been helping individuals and families retire and stay retired for more than 20 years. His daily radio broadcasts, financial updates, and steady contact with clients help to separate IQ Wealth Management from the “big box” brokerages. Steve’s clients enjoy world class resources (Fidelity and TD Ameritrade) while maintaining a personal touch. His clients include engineers, teachers, medical professionals, business owners, government workers, accountants, attorneys, and business owners.
Over 20 Years Experience
Steve has over 20 years of experience assisting clients with the biggest financial decisions in their lives.
Financial Bucketing Professional
Steve is the founder of the IQ Wealth Smarter Bucketing System™ which he create to help his clients achieve a higher level of security, income, and growth in retirement.
Annuity Selection Specialist
Steve surveys over 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 Income + Growth™ Porfolio.
Radio Personality
Steve is the host of the daily radio show “Mastering Money” on Money Radio with over 1000 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.