Financial Planning

Do you dream of a stable financial future for you and for your loved ones?


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.

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Financial Planning in Simple Terms.

Every person has different financial goals in mind. For some, purchasing a family home is a goal. For others, investing in stocks, bonds, and equities is a path toward financial security. Still others may wish to provide funding for educational expenses, such as college tuition or specialized career training. Setting aside money for a comfortable retirement is the goal of many people, and it is here that a financial plan can truly make a difference.


Financial planning is the process of identifying short- and long-term financial goals, then developing a plan to attain those goals. By creating a financial plan, then sticking to it, our clients are able to provide the finances they and their families need now and well into the future.

Financial Planning with Miramontes Capital

What goes into a financial plan?


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.


Financial planning has many components, including:


  • Funding retirement savings, either through Traditional or Roth IRAs, defined contribution plans, or participating in employer-sponsored pension plans.
  • Identifying current assets, helping to maximize the value of those assets.
  • Creating a roadmap for investment in financial assets like real estate, stocks, brokerage accounts, and bonds.
  • Exploring tax-deferred and tax-advantaged strategies for accumulating wealth without tax penalties.
  • Planning for the future, including educational and medical expenses.
  • Ensuring that you and your family have the finances you need now and into the future after retirement.
  • Investigating life insurance options from a wide range of policy choices.

Plan your financial future today.


Retirement planning begins with a financial plan. At Miramontes Capital, our highly-skilled and dedicated financial planners can help you create a plan that gives you confidence in a secure and stable financial future. Call us today to learn more about our extensive range of financial services, or schedule an appointment by dialing 1-800-460-1595.

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Next Workshop:

Tue 30

Ruth Chris Steak House, Irvine

April 30 @ 6:00 PM
May 23
May 30

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