by Sean Dailey | Jun 14, 2016 | Retirement Planning
Making a financial investment through a trusted advisor can come with perks—and here at Miramontes, there are several reasons why and how we form meaningful relationships with our clients. Effective communication regarding your finances. The CCA method—Constant... by Sean Dailey | Jun 8, 2016 | Financial Planning, 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... by Sean Dailey | Jun 7, 2016 | Life Insurance and Long Term Care, Retirement Planning
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement planning. by Sean Dailey | May 31, 2016 | Financial Planning, Investment Planning, Retirement Planning
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement planning. by Sean Dailey | May 25, 2016 | Financial Planning
“Beware of little expenses. A small leak will sink a great ship.” -Benjamin Franklin Your expenses don’t 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...