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Discuss IRA Rollover Options

Never Pay an Adviser Fee — 480-902-3333

Discuss IRA Rollover Options

Never Pay an Adviser Fee
480-902-3333

Reduce Risk, Lower Your Fees, and Increase Your Income

Meet Steve Jurich, the IRA Rollover Adviser, Fiduciary, and Financial Planner that Helps People Rollover their IRA 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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Review IRA Rollover Options with Steve

Or Schedule Online Below

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Get Your Questions Answered in 3 Easy Steps

There is no charge for an initial discovery meeting

Meet

Simply schedule a no-obligation free meeting to discover your goals, needs, and concerns

Review

Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy

Plan

Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality

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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.
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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).

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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™.

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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.

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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.

Schedule a Call With Steve

Call: 480-902-3333

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

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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.

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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.

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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.

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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.

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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.

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Radio Personality

Steve is the host of the daily radio show "Mastering Money" on Money Radio with over 1000 radio appearances.

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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.

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Financial Media Contributor

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

Schedule a Call With Steve

Call: 480-902-3333

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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.

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