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:
Are you ready to plan your successful financial future? Contact Us today.
Wealth Management Resources
Blog
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
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...
Unlocking the Potential of Your Old Employer Plan
"Is my retirement plan from my employer serving me the best way it can?" It's a question that haunts many individuals, whether they are currently employed, have recently...
Video
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
Coming Into Money – 2 Crippling Risks and 3 Things You Must Know
Are you anticipating an inheritance in the future?Sudden wealth due to the loss of a family member is a very challenging journey. Not only is it an emotional time, managing...
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
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...
First Community Trust News
First Community Trust Strengthens Team with Recent Hires
Organization reinforces commitment to highest level of customer service DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm...
‘Great Wealth Transfer’ will impact jobs, economy and communities – are we ready?
As first seen on the Telegraph Herald. By: Sarah J. Reicks, CFA, Vice President From the Great Depression to the Great Recession and everything in between, generations in...
First Community Trust Announces Leadership Promotions
Organization positioned for growth as portfolio expands DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm headquartered in...
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