Reduce Risk, Lower Your Fees, and Increase Your Income
Meet Steve Jurich, the 403b Rollover Adviser, Fiduciary, and Financial Planner that Helps People Rollover their 403b the Safe Way Without Annuitizing.
For the Fiduciary and Adviser that always puts you first — Choose IQ Wealth Management®.
Local to Scottsdale, Arizona of the Phoenix Metro Area.
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Get Your Questions Answered in 3 Easy Steps
There is no charge for an initial discovery meeting
Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns
Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
Why Choose IQ Wealth Management®?
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.
Our mission is simple: It's all about you.
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).
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 Income Specialist™.
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.
Know you're in the right hands when making retirement decisions by working with Steve, who has specifically specialized in serving people in retirement or approaching retirement for over 20 years.
Note: Steve's process is practical and complete. No decisions are made for you. There will always be a period of clarification, education, and selection before making any financial and/or retirement decisions. It's important to Steve that nobody simply rushes into something before they understand its purpose.
Above: Steve Jurich @ IQ Wealth® Spring Summit
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.
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 Income 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 Technology Leaders™ Porfolio.
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.
Annuity guarantees rely on the financial strength of the issuing insurer. Annuities are long term income and preservation vehicles which may carry early surrender charges for a period of time, after which there are no surrender charges. Please see your annuity agreement for details and get a clear understanding before moving forward. A free second opinion service is available.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.
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