Estate Planning for Your Loved Ones
An estate plan is like a car; it requires regular maintenance, and may need parts replaced as it ages. Some experts recommend reviewing [...]
An estate plan is like a car; it requires regular maintenance, and may need parts replaced as it ages. Some experts recommend reviewing [...]
It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments. We are adhering to the state guidelines and are maintaining best-practices of cleanliness and social distancing in our offices. And as such we are only available for pre-scheduled meetings at this time but are making every effort to get everyone scheduled as quickly as possible.
If you are coming into the office, we ask that you follow these guidelines:
For your safety and convenience, we can also schedule a video conference or traditional call for those business requests that may not require and in office visit.
Our goal is to do everything we can to create a safe environment to protect both your financial and physical health. We want you to feel comfortable in knowing that we are taking every recommended precaution with your well-being in mind.
We look forward to seeing you soon!
Your Friends,
Jeff Juniper and the Juniper Wealth Management Team