• 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

Volatile Markets: Keeping your Portfolio Above the Influence

by Sean Dailey | Feb 1, 2016 | Investment Planning

In situations when the markets take a downturn, many of us may feel a strong impulse to simply do something to make things better. It’s a human reaction, and for those who have already retired, that impulse may feel like a dire need to make things right. When your...

Connecting Seniors: Retirement and Technology

by Sean Dailey | Dec 15, 2015 | Retirement Planning

Ask a professional what he or she pictures for their retirement as far as technology goes, and they might say something like fishing pole and RV. Our society is predisposed to assume seniors aren’t interested in or capable of using the latest technology, and retirees...

The Treasury’s New Retirement Account: A Helpful Stepping Stone?

by Sean Dailey | Nov 23, 2015 | Retirement Planning

Have you ever had the feeling that saving for retirement isn’t possible for you? If you are working or have worked for a company that doesn’t have a benefits package, you may be likely to say yes. Well, in a response those who struggle with getting the savings ball...

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