June 15, 2024

Planning a meeting

The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom or in-office) and get to know each other better.

Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals.

Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only in your own interest and never for its own benefit).

This post Your Daily IQ Retirement Note 4/7/22

was original published at “https://iqwealthmanagement.com/2022/04/07/your-daily-iq-retirement-brief-4-7-22/”