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Miramontes Capital
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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

Risk, Retirement and Quality of Life, Pt. 2

by Sean Dailey | Jul 26, 2016 | Financial Planning, Investment Planning, Retirement Planning

Last post, we brought up the crucial issue of securing yourself against some of the most common risks for those entering retirement. You’ve done the planning, and your next goal is to safeguard your plan against the possibilities of your funds being depleted. If...

The 60/40 Rule is Broken

by Sean Dailey | Jul 22, 2016 | Investment Planning

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3 Effective Retirement Calculators Online: When Will You Retire?

by Sean Dailey | Jul 21, 2016 | Retirement Planning

Before consulting retirement planning professionals at Miramontes Capital, it is a smart idea to take advantage of one the many online retirement calculators available. We have highlighted three effective retirement calculators to help you obtain a rough estimate for...
What Rebalancing Means & How It Can Make A Big Impact On Your Retirement

What Rebalancing Means & How It Can Make A Big Impact On Your Retirement

by Sean Dailey | Jul 21, 2016 | Financial Planning

There are many buzzwords surrounding retirement—but there is one in particular you should consider when plotting out your finances: Rebalancing. Are you curious what rebalancing means? If so, you will want to hear this story and see how rebalancing may benefit your...

Risk, Retirement and Quality of Life, Pt. 1

by Sean Dailey | Jul 19, 2016 | Financial Planning, Investment Planning, Retirement Planning

In the realm of retirement planning, there is one goal that summarizes the thrust of our efforts: maintaining your quality of life. When we engage in financial planning for retirement, that is what we’re fighting for. However, upon entering the uncharted waters of...
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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.

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