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Financial Planning

Financial planning with Terry Lockridge & Dunn allows individuals and families to plan for the creation, maturation, management and enjoyment of assets both during a lifetime and in succession. A Terry Lockridge & Dunn professional will work with you as a guide to help you navigate through the complexities of financial and tax planning, wealth management, new and changing tax laws, estate planning and business succession issues.

By identifying your financials needs and goals, we can establish effective strategies and give you peace of mind.

The unique partnership Terry Lockridge & Dunn has with the wealth management firm World Trend Financial enables us to combine the insight of the accounting profession with the foresight of financial planning. The outcome is a more balanced and dynamic approach to tax and financial planning.

Financial planning services include:

For more information on Financial Planning, contact Barry Frantz. They can be reached in Cedar Rapids at (319) 364-2945 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us online form.

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