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Miramontes Capital
  • Who We Serve
    • Business Owners
    • People Who Are Retiring
  • Problems We Solve
    • Strategic Solutions
    • Risk Test
  • Meet Your Team
    • Miramontes Capital
    • Jason Vanclef + Miramontes Capital
  • WatchWeek
  • Schedule a Call
  • Client Login
Make an Appointment
The Gap: Women, Retirement, and Financial Wellness

The Gap: Women, Retirement, and Financial Wellness

by Sean Dailey | Nov 11, 2016 | Retirement Planning

Working women who save for retirement will likely be less than satisfied by the assumption that wherever their retirement savings lack, they can depend on savings of their husband. Naturally, couples plan and save together, which is great, but at the end of the day,...
Life Expenses In Retirement: To Budget Or Not To Budget

Life Expenses In Retirement: To Budget Or Not To Budget

by Sean Dailey | Nov 4, 2016 | Financial Planning

Your expenses do not just represent your spending, they represent who you are. Are you the type of person who only eats out once or twice a week, or are you the type of person who takes joy in paying for your entire extended family when you dine out? Do you purchase...

Concerned About The Markets?

by Sean Dailey | Nov 3, 2016 | Investment Planning, Retirement Planning

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 video is solely for informational...

Have You Thought About Investing In Real Estate Outside Of Your Portfolio?

by Sean Dailey | Oct 31, 2016 | Investment Planning

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 video is solely for informational...

Voices of Experience: Considering Your Lifestyle in Retirement

by Sean Dailey | Oct 31, 2016 | Retirement Planning

What are the most important things to work toward to stay happy in retirement? Certainly a critical question for locals in Costa Mesa who are planning for retirement now. A recent survey of more than 1,500 retirees conducted by TIAA[1] gives some helpful context to...
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4701 Teller Ave
Newport Beach, CA 92660

 

Office: 800.460.1595
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Miramontes Capital

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 Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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