Juniper Wealth

At Juniper Wealth Management, we believe that financial stability is achieved through a comprehensive, conservative approach to retirement goals. By adhering to the core principles of financial planning, understanding your financial picture with clarity, and having an experienced financial professional in your corner, we can help you take confident ownership of your retirement, protect, and grow your finances over time, and adapt to changing conditions.

Our Mission

Our mission is clear: to help you achieve a retirement you can count on through the development and execution of a stable financial plan that works for you above all else. We aim to provide our clients with a comprehensive approach to retirement planning, focusing on six key areas of financial planning: income, investment, tax, healthcare, long-term care, and legacy planning.

Our Team

Meet our founder, Jeff Juniper, who has been helping business owners, professionals, and families with their financial challenges since 1995. Jeff is driven by his interactions with his clients, discovering a disappointing and yet common theme: many people don't have a proactive, encompassing, stable financial plan. He is passionate about helping people achieve their dreams in the most meaningful, tangible ways possible.

Our Services

At Juniper Wealth Management, we offer a range of services designed to help you achieve your financial goals. Our services include:

• Income Planning: Crafting a plan to ensure a steady income stream in retirement
• Investment Planning: Providing guidance on investing to achieve your financial goals
• Tax Planning: Strategies to minimize taxes and maximize your hard-earned money
• Long-Term Care Planning: Identifying and addressing potential long-term care needs
• Healthcare Planning: Creating a plan for your healthcare needs
• Legacy and Estate Planning: Ensuring your assets are distributed according to your wishes
• Annuities: Offering insurance products to provide a guaranteed income stream

Our Process

Our process is designed to strategically address the issues of financial planning and retirement strategies. We understand that everyone's financial situation is unique, and we work closely with our clients to develop a personalized plan tailored to their specific needs. Our process includes the following steps:

1. Understanding your financial situation and goals

2. Identifying areas of financial concern

3. Developing a comprehensive plan for your financial future

4. Implementing and monitoring your plan

5. Regularly reviewing and adjusting your plan as needed

Get Started

If you're ready to take control of your financial future, we invite you to schedule a complimentary review. Our expert team is here to help you achieve the retirement you've always dreamed of.