A Retire(meant) for Living

We believe that everyone deserves a retirement filled with health, wealth, and happiness. At Belmont Capital Advisors, it's our mission to make this a reality for the community of Belmont and beyond. Will you join us?

 
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Areas of Expertise

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INVESTMENT PLANNING

Belmont Capital Advisors is proud to offer a number of investment strategies, including the Endowment Model.

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RETIREMENT PLANNING

When it comes to Retirement Planning, Belmont Capital Advisors has you covered. From 401K Rollovers to RMDs, we're here to help! 

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LEGACY & ESTATE PLANNING

At Belmont Capital Advisors, we realize it isn’t just about securing your own future -- it’s about taking care of your family and loved ones too. 

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TAX REDUCTION STRATEGIES

You’ve worked hard for your money, shouldn’t you take every action to ensure that you protect it?

LEARN MORE CONTACT US

Retire(meant)™ for Living

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"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
-Robert Kiyosaki

Insights

RETIREMENT

Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer – our team at Belmont Capital Advisors is the ideal choice when making retirement decisions. Learn More

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REQUIRED MINIMUM DISTRIBUTION

At Belmont Capital Advisors, we work closely with Baby Boomers in planning for Required Minimum Distributions to ensure the proper amounts are taken from the correct accounts to avoid penalties by the IRS. Learn More

EDUCATION

As a Fiduciary, our focus is to educate, protect, and empower our clients throughout the financial process. That is why we publicly address various financial topics that can harm investors if not properly informed through educational workshops and college financial courses. Learn More<a href="http://www.cityslick.net">Local Advertising Network</a>

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Download Our Free eBook

5 Secrets & 5 Gotchas To Help You Navigate Social Security's New Rules

 

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SCHEDULE A CONSULTATION TODAY!

We would enjoy the opportunity to sit down with you for a free, no obligation, consultation. Please call today!