Helping you do business is our business. We help you balance your need to attract and retain quality employees with your need to meet your bottom line.
Whether your business is a non-profit, sole proprietorship or large corporation, World Trend Financial can make recommendations suited specifically to your organization. Our financial advisors will research your company’s background, listen to your needs and uncover your goals to determine which option(s) best serves your employees’ interests and meets your objectives.
For businesses, we establish and maintain:
- Retirement Plans
- 401(k), 403(b)/TSA, Profit Sharing and Simplified Employee Pension (SEP) Plans
- Traditional & Roth IRAs, including Rollovers
- SIMPLE Plans
- Defined Benefit / Defined Contribution Plans
- Group Health Insurance
- Group Life Insurance
- Benefit Package Designs
- Deferred Compensation Plans
- Business Succession Planning
- Estate Planning
- Consulting Services
We are experienced. We understand the options. We deliver real plans that work for you.
For more information on Business Services
, contact Tory Meiborg
or Donna Sanders
. They can be reached in Cedar Rapids at (319) 364-3041 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us