Retirement Strategist, Certified Income Specialist™ @ IQ Wealth Management
Steve Jurich is the best selling author of Smart Is The New Rich, and one of Arizona’s leading personal financial advisors. He heads the financial services firm IQ Wealth Management, a registered investment advisor with asset custodian, Fidelity Institutional. Steve’s comments have been seen in Forbes, Fortune, USA Today, and on CNBC.com as well as Bloomberg.com and TheStreet.com. Steve hosts a popular daily radio show in morning drive on Money Radio: MASTERING MONEY, with radio veteran Sinclair Noe. The show can be heard from 8am to 9am daily at 1510AM, with podcasts available 24/7 at MasteringMoneyRadio.com. Steve’s focus is on creating a fortress-like position for his clients of safe money assets, in order to free them up for investing growth capital more confidently and abundantly. Steve conceived, trademarked, and developed the “Black Diamond Dividend™ Strategy”—a focused dividend reinvestment strategy based on companies which have increased dividends a minimum of 10 consecutive years. He works to help clients grow and multiply their capital through prioritizing capital into 4 key “buckets”: Cash, Guaranteed Income, Growth, and Secure outcomes. By creating more income with less risk and lower fees in the income bucket, more capital is freed to invest for growth.