Meet Steve

A Leading Authority with a Commitment to Ethics

As seen is a privately owned website published by IQ Wealth Management, an accredited member of the Better Business Bureau with an A+ rating. Owner and founder Steve Jurich is a Kiplinger contributor, an Accredited Investment Fiduciary®, and a Certified Annuity Specialist® who has been counseling retirees since 1994.

Mr. Jurich is a popular radio host and author of the Amazon Best Selling retirement book “Smart is the New Rich.” Steve is considered a leading authority on all forms of annuities, including index annuities, immediate annuities and fixed rate annuities. His chief skill centers around building written, clear retirement income plans designed to help people retire and stay retired.

The company specializes in helping financially successful people who:

  • Are retired or nearing retirement
  • Live in/around Mesa, Scottsdale, Chandler, Gilbert and Glendale, Arizona
  • Have $250,000-$3MM+ in investable assets, including 401(k), 403(b), 457 or IRA
  • Want to reduce risk and fees in their investments, while locking in a permanent income they can’t outlive
  • Want to grow their money, with less overall risk
  • Prefer working with a low-key, practiced advisor who is an expert in IRA rollovers

In founding, Steve’s mission was — and still is — to help retirees achieve their financial and lifestyle goals with less complication and risk. The company’s many satisfied clients include retired engineers, teachers, managers, technicians, and business owners who want to:

  • Secure their retirement nest eggs while growing their income, typically @ 7% annually
  • Provide guaranteed income for life, without annuitizing and without losing control of principal
  • Protect their heirs
  • Maintain liquid access to their money
  • Decrease the amount of taxes they pay, wherever and whenever possible
  • Lower the overall cost--especially avoiding the high fees and risk of variable annuities

Additionally, Mr. Jurich has built his practice around the following three core principles:

  1. Honesty: No over-the-top sale pitches … just the facts. Period.
  2. Transparency: No hidden fees. No fine print without clear and easy to understand explanations. No mumbo-jumbo.
  3. Integrity: The company’s fiduciary duty is to their clients, not to a bank manager or a broker dealer.

Mr. Jurich uses a unique process to monitor as many as 1,200+ annuities, giving his clients a critical advantage not found with most agents. Because there can be as much as a 30% difference in payouts among the top carriers, clients may realize an advantage of thousands of dollars of income annually using Steve's system. As Steve says on the radio: "The bottom line is that you can use fewer dollars to achieve much higher income, leaving you more to invest for growth in a separate bucket."  It is for this reason that "a retiree may be able to build up much more wealth by adding annuities to the mix. They are far more efficient than bonds, paying 2 to 4 times more, for life."

As a leader in the field, the company keeps watch on emerging industry trends, and maintains an educational library from trusted sources such as The Wharton School of Business, MIT, Mass Mutual, and Ernst and Young. More important, the company maintains relationships with the nation’s leading insurers and will only work with respected insurance companies that have achieved more than 100 years of financial strength and stability.

As the editor-in-chief of, and host of MASTERING MONEY on Money Radio, Mr. Jurich also generously — and openly — educates his followers on the types of annuity options available; the pros and cons of each; and how to ensure that his clients are choosing the right annuity for their age, risk tolerance and planning goals.

Steve's comments have been seen in Forbes, Fortune, Bloomberg, Kiplinger, and


Maximizing Your Income, Minimizing Your Risk and Fees: We call it doing our job.

Here’s what you can expect when you meet with us in our office:

  • Step 1: You’ll talk. We’ll listen. In addition to learning more about your priorities, we’ll also ask you to share your personal, financial and lifestyle goals, as well as your biggest concerns about your retirement income.
  • Step 2: You’ll learn everything you need to know about annuities. We’ll educate you on the types of annuities available, how each works and much more. We’ll also answer all of your questions in easy-to-understand language and without the usual “industry-speak.”
  • Step 3: We’ll create an annuity strategy that is adapted to your specific needs. Our objective is to provide you with the highest returns possible, while reducing your risk and costs.
  • Step 4: You decide.


You’ve got an important decision to make. So, please get to know us. Put our ideas to work … and see if we’re not everything we promise to be. It will be one of the best financial decisions you’ve ever made.

Our many clients include teachers, engineers, business owners, health care professionals, managers, attorneys, accountants, technicians, pilots and more. We have helped employees of companies like Boeing, Honeywell, Intel, Banner Health and government employees of the city of Phoenix, Maricopa County, numerous school systems and the state of Arizona.

If you’re ready to make the move from “just curious” to finding out how other professionals in your position are transforming their financial lives — from “hope so” to “know-so,” come and chat with us.


And remember, there’s absolutely no cost or commitment on your part …

When you’re ready for the next step, we’re here for you.

We’ll be happy to answer all of your questions and help you schedule your free no-obligation, no-cost personal consultation.

Call (480) 902-3333, or click HERE to schedule.

You Have Annuity Questions--We Have Annuity Answers

FREE 2022 Annuity Buyers Guide

Learn where to find up to 41% more income than the average annuity. Honest guidance from a Certified Annuity Specialist® and Kiplinger® contributor. Clear comparisons and charts. Yours free with our compliments!

  • This field is for validation purposes and should be left unchanged.