Having a Tax Minimization & Profit Maximization Plan for Your Business or Practice in Place. Living in financial uncertainty not having a Proactive & Holistic Financial, Tax & Estate is no way to live your lives. It creates stress and uncertainty. At Juniper Wealth Management we believe if you truly understood how your Financial, Tax & Estate Plan worked you would have confidence in your financial future.
That's why our mission is to help give you financial confidence by bringing clarity to your Financial, Tax & Estate Plan so you can get back to more important things like enjoying your lives and operating your business or practice. After helping hundreds of business owners, executives and families plan for their futures, we identified the most common concerns impacting the desired outcome.
That's why our mission is to help give you financial confidence by bringing clarity to your Financial, Tax & Estate Plan so you can get back to more important things like enjoying your lives and operating your business or practice. After helping hundreds of business owners, executives and families plan for their futures, we identified the most common concerns impacting the desired outcome.
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Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC which has been helping Business Owners, Professionals & Families with their financial challenges since 1995. Jeff has a passion for his profession that is evident to everyone he meets. He says, "People don't care how much you know until they know how much you care".
The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity. We believe if you truly understood how your plan worked you will have more confidence in it actually working for you. But there's more to it than that. Your plan has to be uniquely yours; it has to be based upon much more than just your money, paying taxes and addressing issues too late.
At Juniper Wealth Management we know how busy life can get and it's why we offer different ways to meet with us to make it easy on you. Whether you prefer in-person meetings or online screen sharing, we accommodate your needs to ensure you have more time to focus on the things that truly matter to you.
Dave Ramsey is one of America's most trusted voices on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be a part of the SmartVester program because Dave's beliefs about financial education and retirement planning are rooted in the same beliefs as Juniper Wealth Management.
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 & Estate management does not have to be complicated to achieve the best results.
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