Julie is a Preferred Partner with Aging Options. This means that Julie has invested the time and effort in learning the Aging Options philosophy:

  1. Protect assets
  2. Avoid institutional care if possible
  3. Find the right housing alternative when avoidance is not possible
  4. Planning so their needs with the goal of not becoming a burden on loved ones

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Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.