Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@fctrust.com
Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@fctrust.com
FIRST COMMUNITY TRUST & FCT INSURANCE
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:
*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
Why We Are Expanding into Insurance — A Strategic Vision for the Future of Wealth Management
By: Adam Claypool, President and CEO, First Community Trust and FCT Insurance For decades, wealth management has been defined primarily by investment performance. Today,...
First Community Trust Launches New Insurance Division, FCT Insurance
IOWA – First Community Trust (FCT), a trusted provider of wealth management and financial planning services, is pleased to announce the launch of FCT Insurance, LLC. This...
2026’s New Roth 401(k) Catch-Up Contribution Rule
If you're 50+ and want to make catch-up contributions to your employer-sponsored retirement plan, this article includes details on a SECURE 2.0 Act change that may affect...
Videos
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...
Guides & Flyers
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?
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
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
First Community Trust Launches New Insurance Division, FCT Insurance
IOWA – First Community Trust (FCT), a trusted provider of wealth management and financial planning services, is pleased to announce the launch of FCT Insurance, LLC. This...
First Community Trust Announces New Partnership with Des Moines Metro Credit Union
IOWA – First Community Trust, N.A. (FCT), a nationally chartered trust company, has announced a new partnership with Des Moines Metro Credit Union. This collaboration will...
First Community Trust Announces New Partnership with Midland Credit Union
IOWA – First Community Trust, N.A. (FCT), a nationally chartered trust company, has announced a new partnership with Midland Credit Union. This collaboration will aim to...
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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. Calling the number above will direct you to a licensed insurance agent. This is a solicitation for insurance.