Hello my name is Chad Taylor managing partner with MDT financial advisors in Houston, Texas.
We started MDT financial advisors in 2009 as an independent advisory firm associated with Wells Fargo advisors financial network.
Our mission statement here at MDT is that “we provide individually designed financial advice delivered with the highest level of integrity and a commitment to excellence in personal service.” Those are just not words on a page to us that’s how we view our interaction with our clients and our current team members here at MDT.
You can get financial advice in a lot of places nowadays. Where we strive to be different is our financial advice is tailored to the client situation. We first want to sit down and talk and determine what is most important to that client. Then we go about building a game plan for helping clients achieve that goal or goals. Once we have a game plan in place we use the Envision process that will stress test their situation and give them a probability of success number. We’re told all of time that clients feel more comfortable when they see those results.
And finally we have a commitment to excellence in personal service. We have a team here at MDT that their whole goal is to try to meet the client needs and help them along their journey whatever that journey is.
If you would like it more information about MDT financial advisors please don’t hesitate to give us a call. We look forward to talking with you and answering any questions possible.
Thank you and have a good day.