Live Your Retirement With Confidence
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do–and a timeline for getting it done–your financial plan is more clear and realistic.
Today’s crazy markets and low interest rates are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It’s opportunity time. Let’s get to work!
Get Your Questions Answered in 3 Easy Steps
There is no charge for an initial discovery meeting
Meet
Using the IQ Wealth Smarter Bucketing System™, we help evaluate and develop your strategy
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.
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.
Schedule a Call With Steve
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.