Retirement Planning

Do I have enough to retire? Will my money last?


Throughout your career, you have worked hard for your paycheck. The money you earn covers household expenses, helps pay for medical costs, and allows you and your family to enjoy life. Too often, people focus on their current financial status and not that of the future; most Americans simply aren’t saving enough for retirement. When you retire and no longer earn an income from an employer, will you and your loved ones have a comfortable financial future?


If you’re unsure of the answer to that question, the retirement planning experts at Miramontes Capital can help. With our experienced team of planners, we can help you map out a retirement plan that works for your current needs as well as for your goals and desires after you retire.

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Retirement Planning Made Simple

Retirement planning is the process of identifying future financial needs and goals, then creating a plan to achieve those goals through investments, retirement savings plans, and tax-advantaged pension plans, among many other choices.


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.

Retirement Planning Services by Miramontes Capital

There are many components that go into a retirement plan.


There are many components that go into a retirement plan. Miramontes Capital and our talented team of planning professionals have many years of experience in this aspect of financial planning, giving us the ability to create a retirement plan designed with your specific goals and desires in mind.


During the process of creating a retirement plan that works for your own goals, we will help you identify options available to you and provide the guidance you need to make smart financial decisions. Retirement planning can include:


  • Establishing and funding retirement savings plans such as Traditional or Roth IRAs, employer-sponsored 401(k) plans, or pension plans.
  • Creating a long-range plan for investments designed with your retirement goals in mind. Investments can include real estate, stocks and bonds, and brokerage accounts, just to name a few of the many choices.
  • Exploring tax-advantaged and tax-deferred strategies to help protect your hard-earned assets now and into the future.
  • Analyzing your future needs, such as educational expenses for loved ones, a future home purchase, or projected medical expenses, then designing a plan that ensures finances will be ready when you need them.


Our retirement planning experts are there with you every step of the way, providing insight and guidance for every part of the retirement planning process. It is this client-centered approach that has helped Miramontes Capital stand out.

Plan your financial future today.


Your financial future begins with retirement planning. At Miramontes Capital, our highly-skilled and dedicated retirement planners can help you create a plan that gives you confidence in a secure and stable financial future, not only for you but also for your loved ones.


Call us today to learn more about our extensive range of retirement planning services and range of expert financial services by dialing 1-800-460-1595.

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Next Workshop:

Apr 11

Salt Creek Grille, Dana Point

April 11 @ 6:00 PM
Apr 18

Ruth Chris Steak House, Irvine

April 18 @ 6:00 PM
May 23

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