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

What To Do When The Market Is Up

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...

Making The Right Choice

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.

6 Signs Your Budgeting System Needs To Be Revisited

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...

Cash Flow is King: Securing Your Income Before and After Retirement, Part II

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

Last blog we addressed a few points of the rather expansive topic of how to secure cash flow with retirement planning, focusing mainly on strategies during your working years, when it matters most. So what happens after work, and after that steady salary you’ve always...

Cash Flow is King: Securing Your Income Before and After Retirement, Part I

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

Keeping up a proper savings plan for retirement can feel like a monumental accomplishment. As is the case with most things that are long-term, however, careful planning is required, which means securing your cash flow for savings before you retire, protecting it from...

Three Retirement Accounts for Freelancers (and Small Business Owners, Too)

by Sean Dailey | May 10, 2016 | Financial Planning, Retirement Planning

There have never been more opportunities for industrious workers to make their careers out of independent freelancing. It’s an attractive option that holds many benefits for skilled workers who enjoy the freedom of being their own boss. Along with the various benefits...
« 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