MDT Financial Advisors, LLC

CONNECT

Address:

455 E. Medical Center Blvd, Suite 115
Houston, TX 77598

Phone:

(281) 938-1111

Fax/Other:

(281) 938-1110

 

 

Six Steps To Help Secure Your Retirement

When it comes to your retirement, we believe you should take your life and plan your money around it. In other words, first figure out what your goals are and then create an investment plan to help you achieve them.  

That’s why we recommend that everyone, no matter your circumstance, create an Envision® plan. The Envision process lets you take your life – where you are now and where you want to be in the future – and create an investment plan based on that. To do this, it helps you define and prioritize your retirement goals and then determine how you should be invested so you can work toward the goals that are most important to you.

 

Agenda:

1.  Challenges

2.  Where you stand today

3.  Getting to where you want to be

4.  Picturing your retirement

5.  Your dreams and goals

6.  Bringing it all together

 

 

Venue, Date and Location

Date:   Tuesday, November 6, 2018  
Time:   6:00 PM - 8:00 PM  
Location:     Aquarium on the Kemah Boardwalk, Kemah, Texas  
Presented by:  

MDT Financial Advisors

 
RSVP:        To Brittany Hill, brittany.hill@mdtfa.com or 281-938-1111 or Click Enroll Now

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals