Jason Freese
VP, Wealth Advisor & Trust Officer
515-518-1809
jason.freese@fctrust.com

Jason Freese
VP, Wealth Advisor & Trust Officer
515.518.1809
jason.freese@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.

Resources

Blog

12 Questions to Shape Your Retirement Plan

12 Questions to Shape Your Retirement Plan

Retirement isn’t just an age or a date circled on the calendar—it’s the beginning of a new chapter. For some, it means travel and adventure; for others, it’s about slowing...

10 Retirement Myths You Need to Outsmart

10 Retirement Myths You Need to Outsmart

Debunking misconceptions on taxes, Social Security, and beyond   Retirement is a long-awaited milestone, but outdated assumptions can lead to costly surprises. From...

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