Lisa Grefe
Wealth Advisor & Trust Officer
515.518.1813
Lisa.grefe@fctrust.com

FIRST COMMUNITY TRUST

Wealth Management Services

First Community Trust offers comprehensive oversight and effective management of key financial planning activities, ensuring you peace of mind as you plan for a successful financial future. Backed by a team of seasoned financial experts with more than 100 years of combined experience, we pride ourselves on our relationship-based approach to providing comprehensive financial advice and investment management.

Offering wealth management solutions for every stage of life including:

+ Investment Management + Retirement Planning Consultation + Estate Administration
+ 401(k), IRA Rollovers + Estate Planning Consultation + Living/Revocable Trusts
+ Financial Planning + Estate Administration

Are you ready to plan your successful financial future? Contact Us today.

Wealth Management Resources

Blog

Harness The Power of Your Money Mindset

Harness The Power of Your Money Mindset

Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it...

Helping Elders Find Care

Helping Elders Find Care

Have you noticed mom or dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You're not alone. Many of us will find ourselves...

Video

Resources

Why Updating Your Beneficiaries Matters

Why Updating Your Beneficiaries Matters

Updating the beneficiaries on your life insurance policies and financial accounts isn’t the fun part of financial planning, but it’s critical to making sure your loved ones...

The 3 Pillars of Successful Retirement Plans

The 3 Pillars of Successful Retirement Plans

A “Must Read” for Anyone Planning to Retire Within 5 Years The 3 Pillars of Successful Retirement Plans A Simple Checklist to Kick-Start Your New Work-Free Life Learn the 22...

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