Investment Planning

Creating Legacies One Portfolio At A Time

Ask Yourself….What Are My Priorities?

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.

Ask Yourself….What Are My Concerns?

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Leaving A Legacy?

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Security In Retirement?

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Long Term Care?

The answers to these questions help to determine the path forward. With the talented and committed financial professionals at Miramontes Capital, we make the investment planning process as easy and as clear as possible.

What is Investment Planning?

In simple terms, investment planning is a process by which one identifies their financial goals now and into the future, then creates an investment strategy to help meet those goals. Financial goals can take many forms, including buying a home, funding college tuition for children, setting aside money for retirement, or taking a well-deserved trip around the world.

  • Constructing a Total Return Portfolio
  • Use Retirement Income Funds
  • Immediate Annuities
  • Buy Bonds
  • Rental Real Estate
  • Variable Annuity With a Lifetime Income Rider
  • Keep Some Safe Investments
  • Income Producing Closed-End Funds
  • Dividends and Dividend Income Funds
  • Real Estate Investment Trusts

Developing an Investment Plan with Miramontes Capital.

Miramontes Capital specializes in helping clients achieve their financial goals. Our team of Certified Financial Planners work directly with each client, developing plans that work for current needs as well as future financial objectives. We understand that investment planning can be a complex process, and that our clients will have many questions. Our planners walk each client through the process, helping to identify goals, objectives, and needs and developing an investment plan that meets those goals.

Investment plans typically include allocation of funds toward the purchase of stocks, bonds, real estate, or retirement savings. With a solid investment plan in place, you are able to match your financial resources with your goals and objectives, both in your current life and well after retirement.

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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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