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
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...
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...
Videos
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Guides & Flyers
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News
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...
Trust Officer Lisa Grefe Honored with the Inspiring Advocate for Women Award
Trust Officer Lisa Grefe, a dedicated advocate for women's empowerment and equality, has been awarded the 2024 Inspiring Advocate for Women Award presented by the Girl...
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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.