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
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...
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Resources
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...
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...
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...
First Community Trust: Providing Institutional Support to Help Credit Unions Grow
By: Adam Claypool, Chief Executive Officer, First Community Trust As credit unions continue to innovate and expand how they meet the needs of members, attracting and...
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