by Sean Dailey | Jun 23, 2016 | 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 21, 2016 | Retirement Planning
Shifting into the retirement mindset means more than just rolling out the world map and plotting out your travels. Of course, the freedom of being out of the working world is a glittering prospect—but it takes planning ahead to be able to afford your trips or other...
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...
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.
