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1st Meeting-Discovery Meeting

At MDT Financial Advisors, we believe in empowering individuals and families to take charge of their financial future, turning dreams into reality and providing a secure foundation for generations to come. Our commitment to personalized planning begins with our "Discovery Meeting," a crucial first step on your journey to financial well-being.
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2nd Meeting-Solutions Meeting

We are delighted to have you back for the eagerly anticipated solutions meeting with us here at MDT Financial Advisors. This meeting marks a crucial milestone in our partnership where we delve deeper into your financial aspirations, discuss cutting-edge planning software, offer personalized recommendations, simplify complexities, and explore the full scope of services beyond just the numbers.
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3rd Meeting-Customized Solutions Meeting

In today's fast-paced financial landscape, one-size-fits-all solutions no longer suffice. As a forward-thinking financial services firm, we understand that every client's financial journey is unique. Our commitment to providing personalized and tailored solutions to meet individual family needs brings us together once again for our third meeting. In this video, we will explore the highlights of our latest gathering, where we delved into the realm of "MDT Customized Solutions."
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Making Your Decision

Our pledge at MDT is “We Pledge To make the complex simple by having a plan designed to fit your life goals using the right investments with straightforward cost.”  And we try to do all of that with our Core Values of:
  • Clients First…Always
  • A Great Place To Be
  • The MDT Experience
  • Innovative
  • Growth Through Continuous Improvement
In this video we will talk about Extensive Onboarding Process, Next-Level Planning,  Strategy and Review meetings and Trusted Advisors & Associate Who Care.
MDT Financial Advisors, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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