FIRST COMMUNITY TRUST & FCT INSURANCE
Financial Planning, Wealth Management & Protection
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:
*FCT offers insurance and protection solutions through FCT Insurance Solutions, including Medicare, life and disability insurance, annuities, and long-term care coverage. Your FCT wealth advisor and trust officer is also a licensed insurance agent, able to help you seamlessly integrate protection strategies into your overall financial plan.
Are you ready to plan your successful financial future? Contact Us today.
Resources
Blog
Choosing the Advisor that’s Right for You.
Key factors to consider and questions to ask before committing to a financial partner Choosing a financial advisor is one of the most important decisions you’ll make on your...
The Importance of Keeping Beneficiaries Updated
Many of us name beneficiaries when establishing a retirement account, but we often forget to review them. Keeping your beneficiaries up to date ensures your assets go to the...
Avoid Probate & Protect Your Family: Comprehensive Estate Planning Tips
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family's...
Videos
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Guides & Flyers
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News
First Community Trust Growing Wealth Advisor and Trust Officer Team
Trust company welcomes new hire and promotes team members IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has...
Women and Investing: Changing the Conversation Around Money and Owning Your Financial Future
By: Lisa Grefe, Wealth Advisor and Trust Officer As first seen in Des Moines Business Record's Fearless Publication. When it comes to money stereotypes, women often find...
Trust Officer Lisa Grefe Honored with the Inspiring Advocate for Women Award
Trust Officer Lisa Grefe, a dedicated advocate for women's empowerment and equality, has been awarded the 2024 Inspiring Advocate for Women Award presented by the Girl...
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Insurance and Wealth Management Products are: Not a Deposit; Not Insured by FDIC, NCUA or Any Government Agency; Involve Investment Risk, Including the Possible Loss of Value; No Credit Union or Bank Guarantee. Not affiliated with or endorsed by the government or Federal Medicare Program. This is a solicitation for insurance.