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Miramontes

Portfolio Analysis

Our forensic retirement audit is a mathematical test that rates your resource portfolio to see if your current plan is going to last as long as you will need it in retirement. But what it means for you is that you can quit wondering, you can quit operating in the gray wondering if your income is going to last as long as you need it. Defining if your plan will achieve your retirement needs.

Schedule Your Analysis

About Your Retirement Portfolio Analysis

When you come into our office, you’re going to get a Retirement Income Analysis or (Retirement Planning Audit). Now what a retirement income analysis is, is it’s a review of your various retirement income resources. But what it does for you is it actually mathematically tests those resources to see if they are going to last as long as you will need it in retirement.

But what it means for you is that you can quit wondering, you can quit operating in the gray, wondering if your income is going to last as long as you need it, if you have enough money saved for retirement. You can quit wondering that because you’re going to know you have mathematically tested all of your retirement sources to see if they are going to last.

What To Expect

We perform a financial goal analysis which is a mathematical process that analyzes how long your assets will last in retirement. Our forensic retirement audit is a mathematical test that rates your resource portfolio to see if your current plan is going to last as long as you will need it in retirement. But what it means for you is that you can quit wondering, you can quit operating in the gray wondering if your income is going to last as long as you need it. Defining if your plan will achieve your retirement needs.

What We Review

Assets, Income, Expenses, Debt, Major Purchases, Future Inheritance, Long Term Care, Inflation

It considers what the market is expected to do in the next 10, 20, 30 years and also their risk tolerance.

What We Discover

 It compares your situation to 10,000 others to show what percentage of the 10,000 will make it with the similar situation that you have. So it will show, based on your situation, 88% of people will make it, 12% wont. We then offer our strategic portfolio that is put together to ensure they have the highest chance of being in the 88% of being successful.

Financial Planning

We need to ensure your current plans and structure of risks within your portfolio will outlive your assets.

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Debt Planning

We take a look at your entire financial picture. We look at all debts, and strategically make plans to pay it off.

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Investment Assets Review

We look at your current allocations to maximize growth potential and minimize risk.

From Our Founder……

“When it comes to investment research and crafting a customized portfolio for you and your retirement needs, the philosophy must not only be tailored to you, but be unique to the retirement you have always dreamed of.

With your specific and unique needs in mind, thousands of hours of research & decades of experience are used to craft a customized investment philosophy that will carry you into the retirement of your dreams, Sid Miramontes”

Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, Member 
FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 
@ Miramontes Capital | LEGAL INFORMATION