Important disclosure

Mott Wealth Management (“MWM”) provides financial coaching, education, consulting, and, where properly authorized, financial recommendations based on information supplied by each client. All investing involves risk, including the possible loss of principal. Investment values may fluctuate, and no investment strategy can guarantee a profit or protect against loss. Past performance does not guarantee future results.

MWM may provide recommendations and assist clients in evaluating financial alternatives; however, clients retain sole discretion and final responsibility for all financial, investment, insurance, tax, legal, and business decisions. Clients should carefully review all relevant documents, risks, costs, limitations, and potential consequences before acting on a recommendation.

Brent Mott maintains a life-insurance license and applicable securities registration. Licensing or registration does not imply endorsement by any government agency or guarantee any particular level of skill, experience, or investment results. Insurance and securities services are offered only in jurisdictions where Brent Mott and the applicable firm are properly licensed, registered, notice-filed, or exempt from registration.

MWM and Brent Mott may be compensated through commissions on certain insurance or financial products, asset-based investment-advisory fees, fixed or hourly consulting or coaching fees, and referral fees or other compensation permitted by law. These arrangements create actual or potential conflicts of interest, which will be disclosed as required. Clients are encouraged to ask how MWM, Brent Mott, and any affiliated firm will be compensated before proceeding.

MWM and Brent Mott are independent of and are not affiliated with, sponsored by, endorsed by, employed by, or acting as an agent or representative of Phill Grove, Shenoah Grove, Texas REAI, or the Big Dog Program.

Unless expressly agreed in writing and provided through an appropriately licensed or registered person or firm, MWM’s coaching and educational content is general in nature and should not be treated as individualized investment, legal, tax, or accounting advice. Clients should consult qualified legal, tax, and accounting professionals regarding their individual circumstances. The nature and scope of services, standard of conduct, fees, and conflicts are governed by the relevant written agreement and required regulatory disclosures; if this disclosure conflicts with an executed client agreement, Form ADV brochure, Form CRS, or insurance disclosure, the governing document controls.