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Forms
TD Ameritrade Online Access Instructions
Beneficiary Information
Budget Worksheet
Client Profile
Investment Profile
Survivors Checklist
Debt Worksheet
When finished, please submit forms to admin@miraucapital.com.
See what our clients are saying about us
Earl and Mary P.
“We had already retired, but needed a plan and a different way of investing. After out initial meeting and seeing how professional this group was, we felt we were working with honest people who had integrity and showed care about us as individuals. They helped show us a path to manage our estate. We are so grateful for their advice.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Johnnie A.
“When Brian Mirau and his Team at Mirau Capital say that they are "Dedicated to helping you build, protect and preserve your assets. I've been letting them do that for almost 20 years and have never regretted following their advice. I'm always impressed by their promptness, competence and caring; every client is an individual, not a number.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Tim G.
“Before I met the professionals at Mirau Capital I felt like retirement was out of reach. My financial accounts were scattered and I really didn’t have a solid plan in place for the long term. Working with this great group has changed that. I now can confidently say, I have a plan to retire someday! Having someone trustworthy who I can call upon with questions really means a lot to me, they always make time for me. God bless.”
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
Larry M.
To the extent that there are so many choices to make in terms of a financial advisor, and to the extent that the proper choice is crucial, is to the extent that I feel you and your firm excel in this field, and as I mentioned prior. For the peace and security that your financial advice has provided me and my family, I sincerely want to express my gratitude. Thank you for all you have done for me, I have no doubt that you will guide me through these troubled economic times.
“These testimonials were given by current clients of our firm. These testimonials are for illustrative purposes only and may not be representative of the experience of every client. Your results may vary.”
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Or give us a call at 888.668.9327