Individual Retirement Planning
Our comprehensive retirement planning is directed by your goals, concerns and resources. We analyze the information and present our recommendations in an easily understood format, detailing the necessary steps for implementation. We approach the retirement planning process as an ongoing engagement, meeting periodically to assure the plan adapts to changes in your financial picture.
Our financial advisors have developed a retirement income strategy which positions your assets to meet ongoing income needs and protection from potential market volatility. A clear vision of your whole financial picture, the very best CD rates in the country, and proven expertise will bring the income to you – exactly what you need, right when you need it. We will review your retirement plan to ensure you can enjoy your current lifestyle, even after you stop working.
World Trend Financial provides analysis and establishment of:
- Traditional & Roth IRAs
- 401(k) Rollovers
- Single Owner 401(k) Plans
- 401(k) Plans
- SIMPLE Plans
- Profit Sharing Plans (PSP)
- Simplified Employee Pension Plan (SEP)
- TSA/403(b) & 457 Plans
- Required Minimum Distributions
For more information on
Individual Retirement Planning, 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 online form.