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

Social Security Changes May Affect Your Financial Plan

The "Bipartisan Budget Act of 2015" that was signed into law on November 2, 2015, closed tow "unintended loopholes" that you may have been considering as part of your retirement plan.

Is A QLAC Right For You?

Thanks to dramatic improvements in medical technology and advances in our knowledge of the behaviors that lead to healthier lives, baby boomers are enjoying much longer and more active retirements.
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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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