Miramontes Capital

What We do: The better we know a client, the better my team and I can understand their needs and desires, the better we can communicate and perform, and the more likely our clients are to achieve their retirement dreams. Our 3-Step Process is simple: 1: Thoroughly assess your current situation 2. Review your lifestyle goals and ideal retirement 3. Create a customized investment approach for you View our Consumer Guide to learn: - 6 Shocking Misconceptions About Retirement - How to Know When Youre (Financially) Ready to Retire & MORE! (See Contact Info on right) Why We Do It: Named a top California advisor by Forbes, our main goal is to give your life meaning, whether that is spending the time with your grandkids, vacationing in Europe, or visiting every ballpark in America. We aim to give you financial security, which will assist in giving you the most meaningful life. Read more in my latest book: Retirement: Your Income Strategy. Awards: Third-party rankings...