Plain answers. No sales pitch.
Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC (“Juniper”) is an independent, fee-only practice run by financial planner Julie Price. We don’t sell products and we don’t earn commissions. We help people plan and navigate through retirement, manage their investments, and think through the big questions that come with this stage of life.
Picture the future you want,
then plan toward it
How do you see yourself enjoying the years ahead? We help you get a clear view of your future financial self by showing you the kind of lifestyle your plan forecasts. Then we talk through what you can be doing now to work toward your goals.
The Financial Dashboard Plan
When to retire, when to claim Social Security, and how to draw down savings.
The Financial Dashboard Plan is where our work with you begins. We run multiple planning scenarios to help you decide when to retire, when to start Social Security, how to withdraw from retirement accounts with taxes in mind, and more. Already retired? Your decisions don’t stop at retirement, and neither does our planning – we’ll help you adjust withdrawals, taxes, and spending as life changes.
Investment Management
Diversified portfolios built around your comfort with risk.
We build individual portfolios from a diversified mix of index funds, actively managed funds, ETFs, and individual securities. Your portfolio is tailored to your comfort with risk, your time horizon, and your goals. And we review your progress with you along the way.
Medicaid Planning
Preparing for long-term care costs before they arrive.
Long-term care is one of the hardest parts of retirement to plan for, and the right approach depends on your situation. For some people that means a long-term care insurance policy, and for others it means Medicaid. We help you understand how spending down assets, pre-tax retirement accounts, and income could affect both Medicaid qualification and your taxes, and we can refer you to a long-term care insurance agent or an elder law attorney when you need one. We’ve been helping clients plan for this since 2013.
Questions answered in person, with timely videos in between.
We’re here to answer your questions face to face. We also produce timely videos explaining the economic and world events behind market moves and what they mean for your portfolio.
We believe investors who understand the bigger picture are better equipped to make decisions.
Wondering how your savings can support the life you have now?
That’s the question people often bring to their first meeting. It’s a good place to start.