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. FCT professionals have more than 450 years of collective investment, financial and trust 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

Building Generational Wealth: A Practical Guide

Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean...

Decades of Freedom: How Longevity Can Impact Your Retirement

How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot.  These...

Scam Prevention: How to Protect Yourself

By: Aaron Schwenker, Senior Vice President, Senior Compliance Officer Whether it’s a claim about an unauthorized credit card charge or a notice that a warranty is...