Know Your Numbers
Understand exactly where you stand financially.
Your Retirement
Your Rules
Strategic guidance built around your goals, your timeline, and your financial future.
Proudly Serving The Greater Chicago Area Since 2014
What’s Your Wealth Score?
In two minutes, evaluate how your financial strategy performs across the five pillars of the MTD Financial wealth strategy.
At the end of the assessment, you’ll be asked to provide your email so we can send you your score and results.
Navigate
Risk
Ensure your strategy can handle market shifts and life changes.
Efficient Tax Strategy
Structure your wealth to keep more of what you’ve worked hard to build.
Portfolio Optimization
Align your investments with your goals while managing unnecessary risk.
Plan Your Legacy
Make sure your wealth supports the people and causes you care about.
5 questions · Takes less than 2 minutes
Analyzing Your MTD Financial Wealth Strategy
We’re evaluating how your financial strategy performs across the five pillars of the MTD Financial framework.
Estimated time: 20–30 seconds
- Reviewing your financial position
- Assessing your risk readiness
- Evaluating tax efficiency opportunities
- Analyzing portfolio alignment
- Mapping your long-term legacy strategy
Meet Mary Deutsch
Founder
Mary Deutsch, founder of MTD Financial, has been serving individuals and families with a professional background spanning finance, sales, management, and marketing since 2007. Raised on a dairy farm in Sycamore, Illinois, she developed an appreciation for hard work, integrity, and building lasting relationships. She founded MTD Financial in 2014 with the goal of helping clients address the financial decisions that come with preparing for retirement and preserving their financial future. Mary is also a Fiduciary offering managed portfolio services via MTD Wealth Management.
Mary works with clients to develop personalized financial strategies based on their individual goals and priorities. Her areas of focus include retirement income planning, wealth management, asset preservation strategies, and legacy planning. She believes that educating clients and maintaining open communication are important parts of the planning process, helping individuals and families make informed financial decisions.
In addition to working with clients, Mary is a frequent educator and speaker, sharing financial and retirement planning ideas with both clients and professional audiences. She remains committed to providing thoughtful guidance and building long-term relationships based on trust, communication, and service.
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Services
Insurance products and services are offered by MTD Financial, Inc. IL Insurance License #3000098844 and Mary T Deutsch IL Insurance License #17294050. Mary T Deutsch is also an Investment Advisory Representative and offers advisory services as MTD Wealth Management which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser.