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Home > Financial Services > Stock Brokers > World Trend Financial Planning Services, Ltd.

World Trend Financial Planning Services, Ltd.

World Trend Financial Planning Services, Ltd. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

In 1979, founder Tim Terry began offering investment advice to his tax clients. Concerned that many were not being sufficiently serviced by the financial community, he took it one step further, establishing his own broker-dealer in 1991.

After its establishment in 1991, World Trend Financial Planning Services began to respond to its clients’ unveiled need for independent advice on investment matters. As a result of more empowerment by employees through 401(k)s and other plans, it became evident a need existed for a firm to offer advice which reflected the individual’s comprehensive financial position.

Life insurance coverage is a necessary part of a well balanced financial plan. They offer the following services Insurable Need Analysis through this process, they examine current debts, future education costs, estate issues and income replacement to determine an appropriate level of insurance coverage, Irrevocable Life Insurance Trust with the proper establishment of an ILIT, they can show you how to pass life insurance proceeds free of income and estate taxation, Low Cost Insurance Options can acquire policies which effectively meet your life insurance needs, and do so at a cost that fits your budget.

Mission and planning at the heart of World Trend is its philosophy. They know successful financial planning requires more than luck or timing. It demands a disciplined approach which takes into account all the doubts of the future. Their approach has rewarded their clients with excellent returns and peace of mind. If their clients are going to lose sleep, they know it is not over their investments.

The Company, despite of its rapid growth, it is still driven by a single mission that is to help you achieve your financial goals.

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