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Miramontes

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.

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Developing a retirement plan is a process of many parts. 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.

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.

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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 What are your financial goals? What timeframe do you need to reach those goals? How much investment risk can you tolerate? What are your current assets, and how much can you allocate toward investments? Are you concerned about taxes and how they may impact your financial future? Are you prepared to adjust your plan as goals and needs change?

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.

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….Request Free Portfolio Review 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. 
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