Oct 01, 2022
Dear Clients and Friends,
We are writing to share some exciting news: World Trend Financial and Terry Lockridge & Dunn have joined Rockford, Illinois-based Savant Wealth Management and Savant Tax and Consulting, an affiliate of Savant Wealth Management, effective October 1st.
When Tim Terry started Terry Lockridge & Dunn in 1978 and World Trend Financial in 1991, he had one simple goal: To maximize the wealth of our clients and help them achieve their financial goals through sound advice and access to timely and accurate information. Over the years, we have provided tax planning and preparation, business accounting and consulting services, estate and retirement planning, wealth management and financial planning for loyal clients and friends like you. We are honored that you chose us.
While our names will change, our teams will remain located and active in the Cedar Rapids/Iowa City Corridor and the Iowa market, serving our clients, attracting prospects, and helping to make Savant Wealth Management a market leader in Iowa.
Founded more than 30 years ago, Savant is a nationally recognized, fee-only fiduciary firm offering clients a full range of services, including:
o Comprehensive wealth management
o Investment management
o Financial planning
o Estate planning and wealth transfer
o Tax advice and preparation
o Trust services
o Accounting and consulting services
o Company retirement plans
Our decision to join Savant came as we considered our clients and how best to serve them in the future. Savant has offices in Arizona, Indiana, Michigan, New Mexico, Virginia, and Wisconsin. With more than 250 employees nationwide, and all of the important disciplines under one roof, Savant offers a deep bench of tax, accounting and financial expertise and shares our philosophy of integrating tax, financial and investment strategies to serve clients holistically.
We approached Savant Wealth Management because we knew the Savant team shares our commitment to placing clients’ interests first.
As a long-time friend and supporter of our firm, we wanted to make you aware of our changes, as well as thank you for referring business to us over the years. If you have any questions, please feel free to contact us anytime.
In the meantime, we appreciate the role you have played in our success over the years and look forward to continuing our relationship with you when we join Savant Wealth Management.
Tory Meiborg Paula Rogers
World Trend Financial Terry Lockridge & Dunn