You should seek the counsel of a qualified accountant and/or attorney when necessary. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such a
s mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to MDT Financial Advisors in 2024 Data compiled by Shook Research LLC was based on the time period from [time period]. Being a Forbes Best-In-State Wealth Advisor does not mean MDT Financial Advisors is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client. Neither Forbes nor SHOOK are a client of [firm name], nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. If you paid for use of the ranking, include this: MDT Financial Advisors has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking. If you didn’t pay for use of the ranking, include this instead: MDT Financial Advisors has not paid Forbes for use of the ranking logo or directory. Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
