Interactive Covid-19 Financial Impact webinar series
Learn What COVID-19 Means To Your Retirement Accounts & How To Mitigate Financial Losses During This Economic Downturn
- Learn how to protect cash flow in retirement.
- Learn how to take advantage of a market downturn.
- You can’t retire off your bank’s interest rate, learn what options you have during a market downturn.
- 2020 is different than in 2018. Learn what to do in this unique period of time.
Learn What You Need To Do To Avoid Losing Your Retirement Funds
Schedule Some One-On-One Time With Presenter
Retirement Planning Webinar Specifically Design for Market Volatility
Most Common Concerns We Address:
- I thought I was invested conservatively or in a diversified portfolio, but now I’m 15-20% or more down.
- I thought I was on autopilot headed into retirement. Now I’m not so sure. How do I address this type of volatility in the future, and what can I do to recover lost ground?
- What do I do now? We ask those folks, what’s in your documented plan? Sadly, many don’t have one. So, they feel like they are flying blind.
Webinars Broach All These Subjects and more.
Retirement Planning
The talented financial professionals at Miramontes Capital work directly with each client, developing the right plan for each person’s specific needs and desires. We know that many financial concepts are complex – our team excels at breaking down these concepts into easy-to-understand language. The result is a custom-tailored plan that makes sense for you and for your loved ones.
Investment Planning
One of the primary components is the concept of investment planning, or the development of an investment roadmap that helps you meet short- and long-term financial goals. The investment planning professionals at Miramontes Capital can help with this crucial part of the retirement planning process.
Financial Planning
The talented financial professionals at Miramontes Capital work directly with each client, developing the right plan for each person’s specific needs and desires. We know that many financial concepts are complex – our team excels at breaking down these concepts into easy-to-understand language. The result is a custom-tailored plan that makes sense for you and for your loved ones.
Tax Planning
When planning for retirement, it is important to understand that taxes don’t stop when our paychecks do. Taxes can impact our retirement finances, even after we’re gone. To ensure a stable financial future for you and for your loved ones, tax planning represents a critical part of the retirement planning process. At Miramontes Capital, our tax planning experts can help you develop a plan that meets your needs and goals perfectly.
Trust & Estate Planning
Our experienced retirement planning professionals at Miramontes Capital are ready to help with comprehensive trust and estate planning services. With our help, you can take charge of your assets, setting a course for a stable financial future for you and your loved ones.
Long Term Care and Life Insurance
When planning for retirement, it is important to understand that taxes don’t stop when our paychecks do. Taxes can impact our retirement finances, even after we’re gone. To ensure a stable financial future for you and for your loved ones, tax planning represents a critical part of the retirement planning process. At Miramontes Capital, our tax planning experts can help you develop a plan that meets your needs and goals perfectly.
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 Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. @ Miramontes Capital | LEGAL INFORMATION