Juniper Wealth Management Retirement Events Calendar

Winning At Wealth
WITH JEFF JUNIPER

Our MediaKirby2024-01-12T21:03:50+00:00

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Winning At Wealth: Market Update

Here insights from Jeff Juniper discusses the current state of the market and how it may it effect your retirement plan. Juniper Wealth Management focuses on income planning, investment planning, tax planning, healthcare planning, and estate planning.

Winning At Wealth: Social Security

Jeff Juniper reviews the history of Social Security, decisions to make when taking out Social Security, and how it folds into the retirement planning strategies of Juniper Wealth Management.

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8767 E Via De Ventura
Suite 240
Scottsdale, AZ 85258

(480) 477-8848
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915 Middle River Drive,
Suite 600,
Fort Lauderdale, FL 33304

(954) 815-2961
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Disclosure: Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Juniper Wealth Management, CPA Joint Venture and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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.

Winning At Wealth WITH JEFF JUNIPER

Winning At Wealth: Market Update

Winning At Wealth: Social Security

Scottsdale, AZ

Fort Lauderdale, FL

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Winning At Wealth
WITH JEFF JUNIPER