If you’re ready to begin a partnership, schedule an appointment on our monthly calendar. We look forward to speaking with you!
We provide comprehensive, personalized strategies to help individuals, families and businesses thrive financially.
What We Do
At MDT Solutions, we work as your financial consultant from the moment we meet you, developing and deepening our relationship with you through the decades. We start by helping you hone, define, and refine your life objectives, so that you can solidify your understanding of what you want your money to do for you, whether your goals are for yourself, your business, or both. We examine your cash flow together, and explore strategies to take advantage of your taxable, tax-deferred, and tax-advantaged assets to help optimize your overall net worth and grow your multigenerational wealth.
Your Trusted Partner Empowering Individuals, Families, and Businesses for Financial Success
Meet the Team
At MDT Solutions, we work as your financial consultant from the moment we meet you, developing and deepening our relationship with you through the decades. We start by helping you hone, define, and refine your life objectives, so that you can solidify your understanding of what you want your money to do for you, whether your goals are for yourself, your business, or both.
Services
Whether you are mid-career, steadily saving and paying your bills, getting close to retirement, trying to save for your kids’ college, or maybe you are an entrepreneur or business owner trying to attract and retain quality employees, our services and strategies scale up or down to help you achieve your own personalized goals.
The leading edge of financial strategies, news and trends. Get the Answers You Need!
With a career spanning more than two decades, Trey is committed to expanding his presence as a trusted authority in financial planning, investment strategies, and business development. Be sure to tune into his radio show, The Financial Edge, weekly!
Resources
We’re here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through the educational resources on our website to learn more. We invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized plan.