FacebookLinkedInYouTube

January 2022

June 2021

Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There […]

Read More

Scottsdale, AZ

8767 E Via De Ventura
Suite 240
Scottsdale, AZ 85258

(480) 477-8848
Click To Email

Juniper Wealth Badge
ethics.net Registered Member

Sign Up For Our eNewsletter

QUICK LINKS

Home |  About Us | Our Process |  Getting Started |  Events |  Guides |  Blog |  Books |  SmartVestor |  Contact Us

OUR SERVICES

Income Planning |  Investment Planning |  Tax Planning |  Long-Term Care |  HealthCare Planning |  Legacy and Estate Planning |  Annuities

© Juniper Wealth Management – Powered by: Simplicity Lone Beacon
Terms and Conditions |  Privacy Policy |  ADV 2A |  CRS Summary

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Go to Top