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Schedule a No Charge Retirement Review and Start Moving Toward Lifestyle Security
Retirement Done Your Way
You’ve earned a retirement plan that both secures your lifestyle and allows you to wake up each day without fear of market loss, reaping the rewards of a lifetime of hard work.
Get On The Schedule
The first step securing your desired retirement lifestyle and ensure that you live with ongoing peace of mind is to start a conversation with our founder, Steve Jurich.
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).
Finish the Form
Complete the form on this page so we can confirm your appointment.
Confirm Scheduling
You’ll receive a call and email from us to finalize the best appointment time.
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.
“My passion is helping my clients achieve the clarity, focus and relief from anxiety that comes from having reliable financial outcomes.”
—
Steve Jurich
AIF®, Investment Manager, CIS ™, CAS ®
Plan Your Retirement Like You Mean It™
Retirement
Done Your Way
You are not cookie dough, so therefore you don't need a cookie-cutter plan. Your life is unique. Your experiences and hard work have earned you the right to retire on your terms. Your plan will be designed with your desired lifestyle in mind.
Smart
Investing
As you approach retirement your focus shifts more toward preservation. Your investments should provide prudent growth and return from companies that have a proven track record. Our managed investment portfolios do exactly that.
More
Income
Each day you should wake up and not have to think about money. Lifetime retirement income is a crucial part of any plan. There are some options that are better than others. Together we'll take a close look and find the right options.
IQ Wealth®
Background
You won't get passed off to a less experienced advisor. Your retirement plan matters to us. With over 20 years of experience and a singular focus on retirement, our clients get to work with a leading advisor that puts them first.
As Seen:
"If you really look closely, most overnight successes took a long time."
—
Steve Jobs
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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