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 & FCT INSURANCE

Personalized Financial Planning, Wealth Management & Protection

Your life, your goals, your vision for the future—we’re here to help you bring them all together. We provide guidance that helps you make informed decisions with confidence, so you can build a secure and successful financial future. Your dedicated FCT advisor brings deep experience and the support of a full trust and investment team, ensuring you receive thoughtful, personalized guidance at every stage of your financial journey.

Wealth management services for every stage of life:

+ Investment Management + Retirement Planning Consultation + Estate Administration
+ 401(k), IRA Rollovers + Estate Planning Consultation + Living/Revocable Trusts
+ Financial Planning + Estate Administration + Insurance Solutions*

*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.

Ready to take the next step toward your financial future? Contact Us today.

Resources

Blog Posts

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...

Videos

Understanding Your 401(k) Rollover Options

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...

Guides & Flyers

Year-End Financial Checklist

Year-End Financial Checklist

10 Time-Sensitive Steps to Review Before January 1   Before the year ends, it’s worth taking a moment to make sure your finances are in good shape. From taxes and...

Is a Roth conversion right for you?

Is a Roth conversion right for you?

Considering a Roth conversion? It could be a smart strategy to take advantage of current tax conditions and strengthen your long-term retirement plan. Download our flyer to...

Understanding Your 401(k) Rollover Options

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...

News

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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.