• Follow
  • Follow

Financial Planning for Wherever Life Takes You

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
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

Know Thyself: Psychology’s Role in Preparing for Retirement Decisions

by Sean Dailey | Oct 24, 2016 | Financial Planning, Retirement Planning

How far do you agree with the following statement? Your retirement will be successful only to the extent that you can remove emotion from your financial planning. This is an open-ended discussion starter that can be approached from a variety of directions: I could see...

Have You Asked Yourself These Retirement Questions?

by Sean Dailey | Oct 21, 2016 | 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...

12 Of The Top Ways To Prepare For Retirement

by Sean Dailey | Oct 19, 2016 | Retirement Planning

Gearing up for retirement cannot be done in a single day. It takes persistence and care–and here at Miramontes Capital, we can help you through the sometimes daunting process. These 12 tips will help guide you toward the best ways to prepare for retirement. 12...

How We Assist With Your Principal During Retirement

by Sean Dailey | Oct 19, 2016 | Financial Planning, Retirement Planning

When you look at your principal during retirement (the amount of funds currently in your retirement account), what are your hopes for that sum of money? If you are like most of our Miramontes Capital clients, your first response will be that your money safely gets you...

The Income Option: 401(k) Options Could Be Improved

by Sean Dailey | Oct 17, 2016 | Financial Planning, Retirement Planning

We all know that utilizing an employer-sponsored retirement plan such as a 401(k) dramatically increases your chances for a successful retirement. Having that plan over the long-term, especially with an employer match on your contributions has become one of the most...
« Older Entries
Next Entries »

4701 Teller Ave
Newport Beach, CA 92660

 

Office: 800.460.1595
Fax: 928.237.3399
Email: Info@miramontescapital.com

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.

Privacy Policy
Broker Check
Form CRS
Client Privacy Policy