MDT Solutions in Atlanta is here to answer your questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, please feel free to reach out if you have any questions!
If you have set up a complimentary conversation with us, expect to spend around 45 minutes as we walk through an analysis of your current financial situation. If you would like to get an idea of some of the information we will gather and discuss in our meeting, you can download a copy of this fillable form and follow along. We look forward to meeting with you!
Browse through our animated videos to learn about financial principles that can help you whether you are busy accumulating and growing wealth, getting ready to retire in five to 10 years, or a business owner seeking to retain talent. One of our biggest goals is to educate consumers about financial matters, and we hope these videos help make things clearer.
Index Universal Life Insurance (IUL)
Family Banking for Business Owners
Decumulation Versus Accumulation
What You Need to Know About Social Security
Traditional versus Roth IRA Accounts
How Required Minimum Distributions (RMDs) Work
What is an FIA (Fixed Indexed Annuity)
It’s our goal to make complex concepts simple to understand so that you can thrive in your personal economy. Our whitepapers are designed to help you learn more about the basics when it comes to finance and retirement issues. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read.
Spend some time with us whether you need help with your own financial situation, or help with your business, or both. Call us at (224) 639-6559, schedule an appointment, or send us a message here!
Trey Turner is licensed to sell securities in GA, and is insurance-licensed in GA. An endorsement of this individual may not reflect others’ views or experience. TC140190(0324)3
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