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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
    • Jeff Barrera
  • WatchWeek
  • Schedule a Call
  • Client Login
Make an Appointment

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...

Withdrawing Your Money During Retirement

by Sean Dailey | Jul 18, 2016 | Financial Planning, Retirement Planning

Think of withdrawing your money during retirement as equivalent to devouring a delicious meal you have made. What’s more difficult, making the meal or eating it? Making it, of course. We do our prep work, cook everything in the right order, monitor everything closely...

21 Smart Retirement Questions To Ask Yourself Before You Retire

by Sean Dailey | Jul 14, 2016 | Financial Planning, Investment Planning, Retirement Planning

Are you concerned about not having enough money for retirement? If your retired years are in the near future, then you will want to browse these retirement questions. We have compiled a list of these crucial questions to help you make smart long-term financial...

Multiple Employer Plans: Big Potential for Small Businesses

by Sean Dailey | Jul 5, 2016 | Financial Planning, Retirement Planning

The subject of retirement plans for small business employers and employees is one that can engender fear and frustration. For the most part, small business owners have much more to overcome to offer meaningful plans to their employees; as a result, those working for...

The 4 Retirement Planning Stages

by Sean Dailey | Jun 27, 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...

Market Volatility and The Media

by Sean Dailey | Jun 21, 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...
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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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