A financial advisor shares stories from his practice and useful information on making retirement a smooth transition—and a rewarding experience.
Helping someone plan for retirement is a very personal process. Having retired over a thousand individuals, Sid Miramontes has learned quite a few things along the way.
Some situations are similar for each person. But others are unique to each individual—the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts and covers topics from taxes to Social Security to mutual funds, helping simplify the process with client stories that help the reader visualize their own retirement along with valuable tips on the dos and don’ts.
For the past 20 years, Sid Miramontes has received various awards and recognitions for his achievements as a financial advisor. Sid began his career working at major wire houses, becoming Senior Vice President and Managing Director- Wealth Management before founding Miramontes Capital in 2015. Since 1995, Sid has helped to plan and manage more than a thousand individuals throughout their lives in the Orange County area.