MFG Capital New Clients

We look forward to working with you and exceeding your financial planning needs. Please see the MFG Capital Supporting Documents Checklist and MFG Capital New Client Form below to get you started.

• The form can be printed and filled out before you come in or you can arrive 10 minutes before your scheduled meeting time to fill out this information.
• The checklist is for your convenience because the more supporting information and documents we have access to for review now and moving forward, the better and more comprehensive our meetings and recommendations can be. These are fact gathering items. We can begin with some, all or none of these items, it is entirely up to you on how you wish to proceed. All information provided to MFG Capital Inc. is kept protected and strictly confidential. A MFG Capital Inc. Confidentiality Agreement will be provided during our initial meeting or can be emailed sooner if preferred.

Thank you so much for taking the next step in your empowered financial future with MFG Capital Inc. 

• Address
• Email Address
• Social Security benefit statements (available online if you are set up, or you may have statement that has been mailed). DON’T HAVE AN ACCOUNT? Create one HERE.
• Pension documents if applicable
• Loans and or Mortgage statements
• Most Recent Tax Return
• Expectations for retirement date, desired retirement income. Retirement plans i.e. traveling, plans to move, downsize or buy vacation home.
• List and ages of any children, spouse or ex-spouse, grandchildren, any special needs or areas of concern.
• Trusted contact person if you would like to list one.
• Beneficiary Information – Phone number, Address, Date of Birth, Social Security Number.

Please provide the most recent you may have available of the following Investment statements:

• IRA
• 401K
• Brokerage accounts
• Annuity statements
• Long Term Care policies
• Life insurance statements or details of all individual and Group plans (work)

Download Your MFG Capital Welcome Packet Here (MARRIED)

Download Your MFG Capital Welcome Packet Here (SINGLE)