Making a financial investment through a trusted advisor can come with perks—and here at Miramontes, there are several reasons why and how we form meaningful relationships with our clients.
Effective communication regarding your finances.
The CCA method—Constant Communication and Analysis—implemented by Miramontes Capital presents a proactive, rather than reactive, approach to client-advisor interactions. Over the course of the first two years as a Miramontes client, your advisor will check up with you via phone, Skype or in-person regarding your portfolio as many as 24 times. That way, you will always remain informed regarding your portfolio and any updates that your Miramontes advisor has for you.
We like to use the “my apartment building is on fire” example to illustrate the CCA method and how it benefits our clients. Imagine that all of your income is invested in an apartment building. You sign the paperwork, you hand over ALL your retirement savings—your pension and your 401(k), and the building is yours. Now, your livelihood and life’s work is tied up in this single venture. You choose to hire a property manager to take care of the establishment. With this person holding the reins of your life, how often are you going to want to check up on your investment? How often are you going to visit the building?
Without really staying in check with the property manager, your apartment building could have been set on fire, painted purple and swarmed with squatters. A once-a-year check-in at the apartment building isn’t enough—much like checking in with your advisor regarding your retirement investments just once a year won’t suffice. The CCA approach designed by Miramontes keeps you informed on a regular basis regarding your finances.
Educational experiences for clients.
As a Miramontes Capital client, you will be invited to hear speakers such as top financial analysts, trust planning attorneys and other exceptional executives share their insights on investing and retirement planning. Clients appreciate hearing those perspectives, paired with those of their Miramontes advisor, when it comes to entrusting us with their finances. When you invest with Miramontes Capital, you’re entering a whole community.
Health and wellness education.
Investing can impact nearly every aspect of your life, including your health and wellness. Miramontes Capital clients enjoy educational events that also cover the topic of health and wellness for retirees. Our most recent event held for our clients featured a speaker from In Motion O.C., a physical therapy and fitness clinic in Orange County, who discussed “Senior Health & Ways To Stay Active.” We strive to help our clients by empowering the human experience, in more ways than one.
Enriching the community.
Miramontes Capital is regularly involved with several charities in the area, including Miracles for Kids and the Laguna Playhouse, as our involvement within the community is an important piece of our mission. On top of regular communication of all client portfolios, Miramontes Capital places high regard upon giving back to the community.
Empowering the human experience.
As our motto, these words help us deliver the best retirement and estate planning services to those we work with. The Miramontes Capital team places the focus on improving the lives of our current clients, our own employees and our future clients. We are constantly working with this goal in mind, and part of this lies in not simply investing with us—but building a personal relationship here as well.
Here at Miramontes Capital we understand that, as an individual, you might not have the luxury of a steady stream of income. That’s why we work diligently with you to review your portfolio on a routine basis and keep you in the know when it comes to your finances.
Schedule an in office or over the phone consultation to discuss how Miramontes Capital can help you with your new beginning through retirement and estate planning.