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At Juniper Wealth Management we want to help you grow and keep more of your hard-earned money in retirement. 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 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 retirement plan.

Whether you are a pre-retiree or retiree, Juniper Wealth Management is here to help you:

  • Build your retirement savings
  • 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
REQUEST YOUR COMPLIMENTARY REVIEW

Jeff honors and abides by the fiduciary standard by putting your interests above all else. Jeff Juniper is licensed to help you plan for, allocate and monitor your portfolio with the help of Retirement Wealth Advisors and WealthGuard™.

After helping hundreds of families plan for retirement, we identified the most common concerns impacting retirees. Our process is designed to strategically address these issues with individualized planning based on each client’s unique goals. We explain every detail of your plan and put it in writing so you’ll always know exactly how your retirement plan works. This was the inspiration behind The Juniper Wealth Management Financial Confidence Through Financial Clarity philosophy. We believe the stress and concerns many retirees have about their ability to remain financially independent are totally avoidable and fixable.

Retirement shouldn’t be spent worrying about whether your money is going to last. It’s supposed to be your time, focused on you and doing the things you enjoy with the people you love. And, at Juniper Wealth Management, we’ll help you get there!

GET OUR FREE BOOK!

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? Where should you live when you retire, what purposeful work will you perform, and what will you do besides travel and golf? This book contains “can’t miss” information to help you pursue your goals and plan for the best retirement you can have!