At Juniper Wealth Management, we understand that at the end of the day, a solid income stream you can depend on—one that covers your costs, accommodates your lifestyle, adjusts as times change, and factors for surprise expenses—can go a long way in providing the financial stability you seek and deserve.

We’ve found time and time again that a conservative approach is the most efficient way achieve that dependable income stream.
Retirement shouldn’t be spent worrying about whether your income streams will dwindle or if they are set up to cover unexpected or increasing costs. It’s supposed to be your time, focused on you, living a life you enjoy with the people you love.

Let us help you focus on what retirement is all about by working with us to help your income plan meet your needs. We’ll help you navigate your concerns and complexities such as:

  • How to put tucked away savings to work so you can optimize your income generation.
  • How much income you’ll need on an annual basis to cover your costs today and in the future.
  • How your investments could tie into your income picture.
  • How tax-efficient income can help you lower your costs in retirement.
  • How your sources of income, like a pension, IRA, or Social Security, can fit into a comprehensive retirement strategy.
  • How soon after retirement you may need to start receiving income.
  • How a legacy plan clarifies your asset and income picture while taking measures to protect your loved ones.
  • How an inheritance can be utilized to boost your income-earning potential.
  • Questions about how continuing to work in some form could play a role in your lifestyle and income plan.

These questions only scratch the surface of how income planning is integrated into your larger financial picture. Navigating complexities on your own can be confusing. That’s why we take the time to explain highlight and uncover each concept at each stage of the process, including the risks you face, the strategies available to you, and ultimately help you stay a step ahead with a stable, comprehensive financial plan that’s built to last and give you the confidence you need to live your life to its fullest.



The Little Red Book of Retirement: The Basics of Retirement Investing.

Our book is a complete overview of retirement planning that digs deeper than your age or how much money you have in your bank account. It answers a variety of important and often overlooked questions. Have you examined health care costs, long-term care, or longevity? Do you understand how to make the most of your Social Security benefits? This book contains can’t-miss information to help you pursue your goals and plan for the best retirement you can have!