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Life Insurance: 5 Things You Need To Know

by Sean Dailey | Aug 28, 2017 | Life Insurance and Long Term Care

Life insurance is a valuable asset in the world of personal finance. Due to the perceived complexity of it, some choose to put little thought into it or avoid it all together. This can result in a missed opportunity. Life insurance can be beneficial for a variety of...

What You Need to Know about Long-Term Care and Life Insurance

by Sean Dailey | Jul 21, 2017 | Life Insurance and Long Term Care

Long-term care and life insurance play a big role in your retirement planning. It’s important to know what your options are ahead of time. Long-Term Care The need for long-term care is a possibility for many retirees. If you’re 65 or older, you have a 70 percent...

Healthcare and Long-Term Care

by Sean Dailey | Aug 22, 2016 | Life Insurance and Long Term Care

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...

Is Your Life Insurance Sufficient Enough?

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.

Long-Term Care: Is it a Factor for Your Retirement?

by Sean Dailey | Oct 12, 2015 | Life Insurance and Long Term Care

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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 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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