About Us
By combining our decades of experience with a commitment to customer focus, our goal is to make insurance shopping a hassle-free experience. With IQ Financial Group, you can confidently secure the protection you need at a price that works for you.
About IQ Financial Group
At IQ Financial Group, we are more than just an insurance brokerage; we are your dedicated partner and advocate in securing the best possible value for your insurance needs. Our team of expert insurance advisors is committed to thoroughly evaluating your risks and understanding your unique requirements, ensuring that you have the comprehensive coverage you need to protect what matters most.
Our mission is to provide you with personalized insurance solutions that align with your specific circumstances, all while delivering exceptional service every step of the way. With IQ Financial Group, you can trust that your peace of mind is our top priority.
We Specialize In
We specialize in tailored insurance and financial planning solutions, including health, life, Medicare, and disability plans, as well as business succession and key person planning.
Health insurance
Safeguards your financial stability by covering a significant portion of medical expenses.
Medicare plans
Grants access to a wide range of healthcare services, including preventive care, doctor visits, hospital stays, and emergency care, ensuring that both routine and unexpected medical needs are addressed.
Life insurance
Ensures that your family is protected from financial burdens such as funeral expenses, outstanding debts, mortgage payments and replacement of lost income.
Disability insurance
Provides income protection if you are unable to work due to an illness or injury.
Dental | Vision | Hearing plans
Provide specialized coverage for essential aspects of overall health that are not included in most standard health insurance policies
Supplemental plans
Provide additional coverage beyond what standard health insurance offers, helping to fill gaps and cover out-of-pocket expenses like copayments, deductibles, and coinsurance.
Business succession planning
This planning helps protect the business’s longevity and stability by clearly defining who will take over, minimizing disruptions, and preserving relationships with clients and employees.
Key person planning
Protects a business against the financial impact of losing a key employee whose skills, knowledge, or leadership are critical to the company's success.
Our Experience Is Your Advantage
Here is what our incredible clients are saying!
4.9 out of 5 stars from 47 reviews
What we liked the most about doing business with you, Steve Pettit, was it mattered not how non-informed we were about HSAs or high-deductible insurance, or how many questions we asked, or even how long we took asking those questions and thinking about the information given. There was never any high-pressure selling on your part. Your patience with our cautiousness, and lack of knowledge, never diminished. Appreciate that!
Tom & Barb C.
My first day without my bank job and now I can focus on my business! The first thing I did was to send an email to Dave Ramsey to say how great you are at health insurance and that you have changed the lives of everyone in my family, my kids are happy beyond compare! Thank you for your help!
Michael B.
You and your group helped with the daunting task of making health insurance easy. You responded to my email very quickly and were patient with me while I obtained information. You presented me with options and then went over those options specifically to help me decide the best plan to take. It is the first time I feel like I truly understand and am confident in my health insurance plan. Thanks!