About
 
A History of Real Financial Strategies
Tim Terry established Terry, Lockridge & Dunn in 1979. We quickly developed into a major accounting and tax consulting firm. Using the expertise of the accounting profession, we began to draw upon the knowledge of market analysts, economists, insurance specialists, lawyers, bankers and other experts to solve financial problems for our clients.
In 1991 Tim Terry also founded World Trend Financial Planning Services to meet the growing needs of our clients for timely and accurate investment information. World Trend is an essential part of our financial services domain. Through expert financial planning we are able to help our clients achieve real financial solutions.
1998 showed marked growth for Terry, Lockridge & Dunn with the opening of our office in Iowa City. A new Iowa City office is currently under construction and expected to open in the fall of 2007.
Throughout the years our services have expanded to meet the needs of our clients. Today we provide services ranging from individual tax return preparation to comprehensive retirement planning. In addition, our Financial Advisor Services Division is considered a leader in the areas of business transactions and estate planning.
Through our experienced staff of financial experts we are able to meet and exceed the needs of our clients.
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