Investment Planning Newport Beach

Miramontes Capital, Investment Planning of Newport Beach, specializes in helping clients achieve their investment planning goals. Our team of Certified Investment Planning fiduciaries work directly with each client, developing plans that work for current needs as well as future investing objectives.

Creating Investment Legacies One Portfolio At A Time

Investment Planning

The talented investment planning 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 investment  concepts are complex. Our team excels at breaking down these concepts into easy-to-understand language. The result is a custom-tailored investment plan that makes sense for you and for your loved ones.

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

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.

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 we create an investment strategy to help you meet those goals. Investment 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 Investment 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
Investment Planning Newport Beach

Developing an Investment Plan with Miramontes Capital.

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.

Happy couple making smart investment planning decisions

Request Your Free, Investment Planning Consultation

Get Start Today

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