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

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Resources

How to Make Sudden Retirement Decisions – fast

A “Must Read” If You Weren’t Expecting to Retire Right NowRetirement Time Bomb?How to Make Sudden Retirement Decisions, Fast [FREE GUIDE] Download our free guide today and...