Who We Serve
Corporate Employees
Corporate life is fast-paced and demanding, often leaving little time to manage the complexities of personal finance. At Jupiter Wealth Planning, we understand the unique challenges faced by professionals navigating busy careers across all stages of life.
Through our Annual Planning Calendar, we’re committed to being a valued resource for corporate employees looking to focus on their financial and estate planning. Whether you're managing equity compensation, optimizing executive benefits, building wealth, or preparing for long-term financial security, we're here to help you make informed decisions—so you can manage your finances alongside your career.
Pre-Retirees & Retirees
Jupiter Wealth Planning knows that as you approach retirement your needs get more complex. We are primed to assist those within 5 to 10 years of retirement, along with those already retired, providing support through our Annual Planning Calendar to remove stress from this time of your life.
For pre-retirees, our tax-efficient investing strategies are designed to give you clarity and confidence as you approach retirement. We help answer the big questions—When can I retire? How much can I spend? —so you can plan for a future where you have the freedom to enjoy meaningful time with those who matter most.
For retirees, our relationship doesn’t end at retirement—it evolves. We continue to guide you so you can enjoy the life you’ve worked hard to build. With a clear, sustainable plan, you can feel secure in your spending and focus on what truly matters: creating lasting memories with your loved ones.
Physicians
As a physician, your demanding career leaves little time for the complexities of personal finance, yet your financial landscape is uniquely intricate.
At Jupiter Wealth Planning, we specialize in serving medical professionals like you. We understand the nuances of physician compensation, the proper steps toward Public Service Loan Forgiveness, and the critical importance of strategic financial planning so you have increasing financial flexibility as early as possible.
Through our Annual Planning Calendar, we partner with you to navigate practice ownership considerations, optimize own occupation disability and life insurance contracts, efficiently tax-manage your growing assets, and build a robust financial future that aligns with your demanding schedule and long-term lifestyle aspirations.
Young Accumulators
In your 30s, your career is gaining momentum, and your financial goals are becoming clearer. Jupiter Wealth Planning strives to be a reliable, trusted resource for young professionals with a busy schedule.
Through our Annual Planning Calendar, we help you strategically manage your assets, better position investments for long-term wealth, navigate your growing tax planning opportunities, and plan for significant life events, ensuring your financial path aligns with your evolving aspirations.