About IQ Wealth Management
At IQ Wealth Management, we take pride in our professional approach to financial planning, but we are a family business at heart. We have a passion for helping families succeed in realizing their most important dreams, while alleviating their concerns about whether or not they are making the right decisions with their precious life savings.
Our Phoenix and Scottsdale area clients are all unique. Everybody has different issues. Everybody has something on their mind that is causing them worry, or joy. We want to move our clients from worry over to joy. Our clients come to us looking for the voice of reason, reliability, and a solid relationship that comes from mutual respect. We respect our clients, they respect us. We care about their outcomes, they appreciate the effort we put forth.
Many of our clients are professionals in the engineering, medical, high tech, legal, or accounting fields. Many of them own their business. Suddenly, they are faced with retirement and need to finance the rest of their lives without a paycheck from work. All of them want to feel secure and want an approach to money that is clear, simple, and understandable. Our job is to help them create financial independence with a combination of investments and insurance products allocated in such a way that life's most important milestones are not just pipe dreams--they are guaranteed outcomes. We have two federally registered trademarks, both of which summarize our approach to helping our clients plan their retirements: "Insure your income, insure your outcomes, invest the REST with purpose", and "Don't just manage your money, MASTER your money. Our daily radio show on Money Radio in Phoenix focuses on retirement planning, IRA and 401k rollovers, retirement income planning, investments, the stock market, taxes, and estate planning. We all need a financial security plan for retirement and the people we love. At IQ Wealth Management, it is a job we love and take seriously every day. It's easy to make financial planning complicated. We work HARD at keeping it simple.
We want to raise awareness for our company and be in front of our future friends where they spend more and more of their time--on social media sites. We have never done it and I believe it is a big missing link in our outreach to the Phoenix metro audience. I was raised by old fashioned God loving parents who worked for every dime they ever had. They put food on the table and gave us kids the feeling and belief we could do anything--just go do it and don't wait for a handout. I carry that belief to work with me every day, as does my wife Barb.
Our Phoenix and Scottsdale area clients are all unique. Everybody has different issues. Everybody has something on their mind that is causing them worry, or joy. We want to move our clients from worry over to joy. Our clients come to us looking for the voice of reason, reliability, and a solid relationship that comes from mutual respect. We respect our clients, they respect us. We care about their outcomes, they appreciate the effort we put forth.
Many of our clients are professionals in the engineering, medical, high tech, legal, or accounting fields. Many of them own their business. Suddenly, they are faced with retirement and need to finance the rest of their lives without a paycheck from work. All of them want to feel secure and want an approach to money that is clear, simple, and understandable. Our job is to help them create financial independence with a combination of investments and insurance products allocated in such a way that life's most important milestones are not just pipe dreams--they are guaranteed outcomes. We have two federally registered trademarks, both of which summarize our approach to helping our clients plan their retirements: "Insure your income, insure your outcomes, invest the REST with purpose", and "Don't just manage your money, MASTER your money. Our daily radio show on Money Radio in Phoenix focuses on retirement planning, IRA and 401k rollovers, retirement income planning, investments, the stock market, taxes, and estate planning. We all need a financial security plan for retirement and the people we love. At IQ Wealth Management, it is a job we love and take seriously every day. It's easy to make financial planning complicated. We work HARD at keeping it simple.
We want to raise awareness for our company and be in front of our future friends where they spend more and more of their time--on social media sites. We have never done it and I believe it is a big missing link in our outreach to the Phoenix metro audience. I was raised by old fashioned God loving parents who worked for every dime they ever had. They put food on the table and gave us kids the feeling and belief we could do anything--just go do it and don't wait for a handout. I carry that belief to work with me every day, as does my wife Barb.