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.
Blog
Building Generational Wealth: A Practical Guide
Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean...
Decades of Freedom: How Longevity Can Impact Your Retirement
How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. These...
Scam Prevention: How to Protect Yourself
By: Aaron Schwenker, Senior Vice President, Senior Compliance Officer Whether it’s a claim about an unauthorized credit card charge or a notice that a warranty is...
Video
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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: 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...
First Community Trust Growing Wealth Advisor and Trust Officer Team
Trust company welcomes new hire and promotes team members IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has...
Women and Investing: Changing the Conversation Around Money and Owning Your Financial Future
By: Lisa Grefe, Wealth Advisor and Trust Officer As first seen in Des Moines Business Record's Fearless Publication. When it comes to money stereotypes, women often find...
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