Best-selling Author Steve Jurich, Certified Income Specialist™ and Editor of MyAnnuityGuy.com™, recently hit three separate Amazon.com best-seller lists with his book, “Smart is the New Rich™.”
Scottsdale, AZ – July 23, 2014 – Retirement strategist and annuity authority,” Steve Jurich, Editor of MyAnnuityGuy.com™, is celebrating the best-seller status of his book, Smart is the New Rich™ And SMART Retirees C.H.E.A.T. (Create Highly Effective Alternate Techniques.) The book reached best-seller status in three separate Amazon.com categories: “Retirement Planning,” “Insurance” and “Life Insurance,” reaching as high as #1 in the “Life Insurance” category.
The book’s publisher, IQ Wealth Press, describes the book: “Years ago, retirement planning was fairly easy. Many people were covered by a pension plan that guaranteed a set monthly income for life. Bonds and bank CDs paid 5% to 6%. Those days are long gone. The ‘New Normal’ has arrived, and with it a dilemma not seen by past generations….Smart is the New Rich™ points out the risks, considers the alternatives, and helps zero in on practical solutions…Steve Jurich gives effective and simple ways to secure sustainable lifetime income, with less fuss.”
Read more about the book at http://amzn.com/098905389X
Steve Jurich is a Certified Income Specialist™ (Awarded through the Institute For Business And Finance) and the Managing Member of IQ Wealth Advisory, LLC, a Registered Investment Advisor. His professional licensing includes securities (Series 65, Series 63), life insurance, and real estate. Having made more than 400 radio appearances since 1995, Mr. Jurich (pronounced Jur-itch) can currently be heard on Money Radio in Phoenix and the world wide web.
A feature story about Steve Jurich has appeared on The Street.com as well as other major online outlets including CNBC.com, The Boston Globe, MarketWatch.com, Los Angeles Daily News and Yahoo!Finance. He has been profiled in Forbes and Newsweek magazines. Mr. Jurich is also the author of the best-selling book, The Ultimate Success Guide: The World’s Leading Experts Reveal Their Secrets for Success in Business and in Life (CelebrityPress.)
Learn more about Steve and IQ Wealth Management at http://iqwealthmanagement.com/ and https://myannuityguy.com
Tune into Money Radio today (thursday) at 4:35pm with Steve and Sinclair Noe. The Saturday Morning Review with Steve, Sinclair and Bill Tatro, every saturday from 10am to 12 noon.
WHO WE ARE:
IQ Wealth Management is a financial services company with an important goal in mind: To help our clients achieve financial independence and the freedom to live life on their own terms. In our view, this is best accomplished with a combination of investments and insurance based assets. Therefore, we maintain two clear and distinct divisions.
IQ Wealth Management: Qualified Plan Rollovers (IRA/401k/403b/457), cash flow management, income planning with annuities, and strategic use of “overfunded” life insurance. We focus on “Big Picture” Financial Planning that begins with the end in mind. Our multiple discipline approach and networking with top professionals in accounting, law, and real estate provides our clients with a clear edge over the typical “pie-chart” planner.
IQ Wealth Advisory, LLC: Securities and fee based planning, including equities, bonds, ETFs, mutual funds, variable annuities, and energy investments (oil and natural gas programs with potential tax advantages)
The IQ approach incorporates investments, insurance, annuities, real estate, and advanced estate planning to create a holistic, pro-active, low maintenance retirement plan.
The IQ Process
We’ve found that those who are successful in retirement, treat their finances like a business. Every business must generate consistent cash flow, keep taxes in check, and prevent disaster. A disaster in the typical retirement plan could be described as “running out of income before running out of time.” In order to gain peace of mind about who you choose to manage your money, you want to make sure you and your advisor have a plan in place that addresses these potential pitfalls:
Lack of liquidity
Inadequate resources later in life
Income that fluctuates
Improper disposition of assets to heirs
WHAT WE DO:
Through the financial counseling process we help our clients implement strategies matched to risk tolerance, income needs, and family priorities. We help our clients focus on where they are now, where they want to be, and what steps need to be taken to get there. We believe that a part of our value as advisors lies in helping our clients prioritize, rather than compromise.
Clients may want a comprehensive re-make of their current or may simply want us to engineer certain aspects of their plan. Steve Jurich and his team have experience and practical skill in the following areas:
Personal and individual:
IRA, 401k, 403b, 457 plan rollovers, Traditional and Roth
Investment Portfolio Management
Retirement income planning
Annuity comparison and application
Real estate acquisition (buyer assistance only)
REITs and alternatives to REITs
ETF and dividend stock portfolios
Low cost variable annuities, with no surrender charges, professionally managed
Beneficiary updating on annuities and life insurance
At IQ Wealth, our business model is to provide personal attention combined with a team approach to managing our clients retirement capital.
We begin with the end in mind: financial independence and a sense of clarity for our clients.
IQ Wealth clients work directly with Steve Jurich in formulating a portfolio strategy, determining risk parameters, and developing investment goals. Steve blends his knowledge of markets, cycles, and economies with the development of a personal relationship with each client. In our view, you should never feel like a stranger to your advisor or fear asking the wrong question.
Our view is that your advisor should be knowledgeable and experienced, but not talk down to you. Your concern for safety of principal should never be overlooked or set aside for the sake of a pie chart.
To enhance service to his clients, Steve selects and partners with experienced investment managers that have achieved notoriety on a national and international scale, with assets held in custody at Fidelity Investments, member FINRA, SIPC.
IQ Wealth maintains a thorough evaluation of our working partners’ management strategies, backgrounds and performance records. We monitor their actual implementation and require detailed reporting. Clients have 24/7/365 access to their accounts through Fidelity.com.
We believe the money managers we select serve to expand our clients’ opportunity base. They do not act as investment advisers to our Clients and are not employees or part of our firm. One such company we have entered into a strategic partnership with is Global Financial Private Capital, LLC, an SEC Registered Investment Advisory Firm, who actively provides institutional third party services for investment advisory firms across the country, including IQ Wealth Management.
As a point of reference only, and for your due diligence, Global Financial Private Capital, LLC, (www.GF-PC.com) has actively managed investments on a fee basis directly for Fidelity Investments, Raymond James, Charles Schwab, Morgan Stanley/Smith Barney, and RBC Wealth Management. No endorsement is implied, however, we believe it is important to know that our choice of Global was based in part on their track record with other partners.
The Global team includes CFA®’s, MBAs, and CFPs. Rather than turning to expensive mutual funds, Global constructs Separately Managed Accounts. We believe the Dynamic Investment Allocation Strategies™ from Global deliver consistent value. At IQ, we focus on 3 key portfolios: Conservative Income, Conservative Income with Growth, and Focused Growth. Conservative Income With Growth includes strategic, mid cap and large cap equities and ETFs. Income is key to the portfolio, with a target of a 3.1 to 4% dividend yields. There is a bias toward companies exhibiting growth in sales volume, energy, telecom, and infrastructure that is needed in any economy.
On Money Radio (1510 AM) –The Review: Mondays and Thursdays at 4:35pm and Saturdays from 10AM to 12 Noon.