At Juniper Wealth Management we want to help you grow and keep more of your hard-earned money. We pride ourselves on taking the time to understand your unique situation and provide sound guidance that can help bring you greater financial clarity and confidence for many years to come.
Wealth, tax and estate management does not have to be complicated to achieve the best results. Our process is designed to cut through the clutter and provide you with a clear plan that fits your unique needs. We learn all that there is to know about your current financial situation and work with you to help identify your future goals. We’ll factor in your lifestyle, time horizon, and risk tolerance, then provide you with a comprehensive financial plan that is designed to help mitigate your exposure to risk, strategically minimize your tax liability, and provide you with a lifetime income plan you can depend on. Through education, we will help you better understand the big picture and have confidence in your unique custom plan.
Whether you are a business owner, physician, executive, professional, pre-retiree, or retiree, Juniper Wealth Management is here to help you:
- Build your investments
- Maximize your investment opportunities
- Create strategies to help you better manage your finances
- Minimize your lifetime tax burden
- Maximize your Social Security benefits
- Choose the appropriate insurance for your situation
- Prepare for unforeseen long-term care needs
- Offer customized solutions and programs