World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
Recent News

2015 Medicare Part D Important Dates

It is time to begin gathering information and evaluating the various Part D plan alternatives. The Annual Coordinated Election Period begins October 15th and ends on December 7th for plans that take effect on January 1, 2015.

Year-End Investment Planning

As difficult as it is to believe, 2015 is just around the corner. Before the numerous demands of the hectic holiday season begin to monopolize your schedule, now is a perfect time to address some of the various year-end financial issues.
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Who We Are World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
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Our Partnership Our affiliation with the accounting and business consulting firm Terry Lockridge & Dunn gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.
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  • We came to have our taxes and personal finances evaluated. They helped us with that and to make plans for the future. I think we’ve followed their advice to the letter. They’ve been a terrific help. For sound, good advice, they are the place to go.

    -Gerald Moser,
    Toddville – Client since 1982
  • World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on. We’ve recommended them to so many people.

    -Barbara Truemper-Green, Former owner of Interstate Interior Design
    Cedar Rapids – Client since 1994
  • As a small business owner, our decision to switch to World Trend Financial for our investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!

    -Maureen Osako, Owner of Informatics, Inc
    Cedar Rapids
  • We trust World Trend Financial with our future. You don’t need to be a millionaire to become a client. They’ll advise you to do what’s financially best for you to secure your retirement.

    -Alex Anton,
    Cedar Rapids – Client since 1987
  • As a client of World Trend Financial for several years, we count on them for accurate and intelligent wealth management strategies. World Trend Financial has a team of talented advisors who work together and are an extension or our team.

    -Mike Brogan, Chairman of the Board of Erb’s Technology Solutions
    Cedar Rapids
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