Financial Planning

Creating Legacies One Portfolio At A Time

The Approach

With a financial plan in place, you can make those dreams a reality. Financial planning is an important aspect of retirement planning, helping you to make smart financial decisions for your current and future needs. With the help of the Retirement Planners at Miramontes Capital, we can develop a financial roadmap that meets your needs perfectly.

We all make hundreds of decisions each day and most of these decisions are quite simple and have few consequences. Some are complex and have long-term effects on our personal and financial situations. The financial planning process is a logical, six-step procedure:

  • (1) determining your current financial situation
  • (2) developing financial goals
  • (3) identifying alternative courses of action
  • (4) evaluating alternatives
  • (5) creating and implementing a financial action plan, and
  • (6) reevaluating and revising the plan.

Each person has different goals and needs in mind when they think of retirement; some may dream of a vacation home in the mountains, while others want to travel the world. Still others may simply want to ensure that their loved ones will have the funds needed to pay for expenses well into the future. Regardless of a person’s financial needs and goals, our experienced team of retirement planning professionals can map out a plan that is easy to follow, easy to manage, and tailored specifically to the needs of each of our clients.

At Miramontes Capital we make retirement planning simple. Our unique client first one-on-one monthly meetings insure you’re making the right choices. With over 23yrs helping 1000’s through their retirement journeys, let us help you achieve your goals.

If you’re unsure of the answer to that question, the financial planning experts at Miramontes Capital can help. With our experienced team of planners, we can help you map out a retirement plan that works for your current needs as well as for your goals and desires after you retire.

Throughout your career, you have worked hard for your paycheck. The money you earn covers household expenses, helps pay for medical costs, and allows you and your family to enjoy life. Too often, people focus on their current financial status and not that of the future; most Americans simply aren’t saving enough for retirement. When you retire and no longer earn an income from an employer, will you and your loved ones have a comfortable financial future?

Call today and speak directly with one of our Feduciary Experts, Call Now  800.460.1595

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.

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.

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.

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.

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.

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.

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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. 
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