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:
Are you ready to plan your successful financial future? Contact Us today.
Wealth Management Resources
Blog
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...
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...
Video
Understanding Your 401(k) Rollover Options
A 401(k) rollover is simple and painless once you understand how it works. Watch this video as FCT wealth advisor Matt Pillard guides you through your options, explains the...
Unlocking the Hidden Power of Your Goals by Asking 3 Daring “Whys”
What are the dreams driving your financial goals? Are they clear in your mind as you read this? If not, you're not alone. It's hard to really visualize "why" you're working...
Resources
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...
Understanding Your 401(k) Rollover Options
Planning for retirement is essential, and managing your 401(k) effectively is a key part of the process, especially when transitioning between jobs. There are several...
First Community Trust News
Jenna Walleser Promoted to Chief Investment Officer
DUBUQUE - First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, announced the promotion of Jenna Walleser to the position of...
First Community Trust Announces Round of Promotions to Build Upon Growth
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has advanced its Wealth Advisor and Trust Officer team by promoting...
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...
Ready to connect with First Community Trust?
Join our mailing list for wealth management resources delivered right to your inbox or follow us on social media.