• Who We Serve
    • Business Owners
    • People Who Are Retiring
    • Medical Professionals
    • CPA Professionals
  • Problems We Solve
    • Strategic Solutions
    • Educational Resources
    • Risk Test
  • Meet Your Team
    • Miramontes Capital
    • Jason Vanclef + Miramontes Capital
  • WatchWeek
  • Schedule a Call
  • Client Login
  • Financial Professionals

Failing to Connect: Couples and Retirement Saving

by Sean Dailey | Oct 3, 2016 | Financial Planning, Retirement Planning

George Bernard Shaw said that “The single biggest problem in communication is the illusion that it has taken place.” While it’s an interesting bit of advice for couples in general, I feel couples’ finances, and in particular retirement planning are perfect victims for...

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.

Privacy Policy
Broker Check
Form CRS
Client Privacy Policy