Announcement of Patty Davidson's Retirement at End of 2018

In 1987, I decided it was time to hire an additional member of the team. A friend strongly recommended a young lady named Patty Davidson. I hired her on the spot. Looking back, I had no idea what an important decision I was making that day.

Rob Myers and Donna Sanders Become Partners

We are pleased to announce that Rob Myers, CFP® and Donna Sanders, Vice-President for World Trend, have become partners in the firm!

Financial Calculators Available on Our Website

The World Trend Financial website has more than a dozen financial calculators for you to use. They can be found on the Tools tab of the website. A few examples are:

Have You Set up your Online Social Security Account?

While the long-term viability of Social Security benefits continues to be a political hot-button issue, the process of accessing one’s future (or current) Social Security benefit is relatively easy.