Our Back Office Support is Front and Center
Seamless Transition and Support
Our Proven 8-Point, Back End Support System Gets You to a “YES” With Ease and Efficiency
We take care of all the details that may prevent you from your main focus—growing your business. Tap into our years of experience in insurance and marketing to jumpstart your business and take it to the next level.
We offer a wide range of services, tools, and resources designed to support and grow the work of independent advisors.
- Experience high-touch, personalized service with a focus on helping you to achieve your goals as quickly and efficiently as possible
- Our dedicated back-office staff handles all your paperwork and processing
- We’ve perfected a proven process to seamlessly transition and transfer your book of business
- Allows you greater freedom and control to manage your client relationships
- We provide you with the ability to tap into our integrated marketing process
- You will have access to complete and thorough product training
- Assistance from a staff with an average 23 years of experience
- CloudStep IT support and cybersecurity
Let's Start The Conversation
Fortify Your Independence with Our Powerful Resources
Whether you want to expand your product offerings, supercharge your marketing, or shed some of your back-end tasks to help keep you focused on what you do best, we have what it takes to help you achieve your goals.
Broker Dealer Services
Our outstanding and personal customer service is what sets our broker dealer services apart. We’ll work one-on-one with you to provide:
- Support for smooth, advisor-focused compliance.
- The resources to help your business thrive and
- The respect you deserve
Independent RIA Services
Fortify your independence and expand your earnings potential with our RIA services. We’ll help you focus on what is most important to you and your business:
- Developing and growing relationships with your clients.
All-Inclusive Insurance Services
The big difference between AIIS and other IMOs is our marketing. It just works, so well that we have a $1 billion book to prove it.
- Same-Day Design & Analysis
- Proven Growth Strategies
- Marketing That Works
Growth Marketing Services
We’ve tested thousands of marketing strategies and boiled them down to the ones that work–and work consistently.
- Exponentially Grow Your Network
- Acquire & Increase More Assets
- Proven Marketing Stratgies
Cash Life Settlement
Use your network to create extra revenue with cash life settlement policies. Life settlements can benefit you and your client.
- Grow Without Relying On New Clients
- Truly A Win-Win For Everyone
- Streamline Your Business
Contact us, because it all starts with a conversation...
Get started growing and streamlining your business today. Contact us for a free consultation and we’ll show you why we’re the top growth resource firm for independent advisors!
I'm Intrigued. Let's Talk.
CORPORATE
4701 Teller Ave
Newport Beach, CA 92660
Office: 800.460.1595
Fax: 928.237.3399
Email: Info@miramontescapital.com
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.