Ready to Retire?
We'll put in the work to help make sure your retirement is lasting and successful. Take Your First Steps Today!Schedule Your Call
Follow Our Plan
Retire and Stay Retired
Financial Planning for wherever life takes you.
Your New Beginning Starts With A Solid Plan
Miramontes Capital has retired thousands of people succesfully. With our expertise and guidance you can worry less and live more! We work with closely to build a retirement plan based on your goals, your comfort level with risk, as well as your lifestyle.
We Get It – Financial Planning Can Be Difficult
Our family office diffuses confusion with simplicity and transparency providing expertise to help guide you down the journey to financial success.
Gain The Clarity And Peace Of Mind You Deserve
We’ve Helped People Just Like You Overcome Financial Stress
We Take The Uncertainties Out Of Your Financial Future
Plan On Retiring in the Next 3 to 5 Years?
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Are you over the age of 58 and plan on retiring soon?
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Have you been investing in your 401(k) plan throughout your career?
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Do you have a pension?
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Do you care about protecting your loved ones with a legacy?
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Do you have at least $500,000 in investible assets?
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Do you want to enjoy your retirement?
Here’s How To Get Started
1. Schedule a Call
In just 10 minutes, we’ll listen to your retirement goals and outline the right next steps.
2. Design Your Plan
Together, we’ll customize a financial plan to help you achieve your retirement dreams.
3. Enjoy Retirement
With the right plan and regular optimization, you’ll be on the road to the best years of your life.
Let Our Advisors Work For You
MIRAMONTES CAPITAL
CORPORATE
4701 Teller Ave
Newport Beach, CA 92660
Office: 800.460.1595
Fax: 928.237.3399
Email: Info@miramontescapital.com
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 Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.