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
Financial Refresh: Build Your Wealth Roadmap
A new year is the perfect time to align your money with your goals. The start of a new year naturally inspires fresh goals—healthier habits, organized homes, new...
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...
Videos
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Guides & Flyers
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
News
Wealth Transfer: Helping Credit Unions’ Members Plan for the Future
As first seen on CUInsight.com. The “Great Wealth Transfer” era has begun, and it’s crucial we help credit union members prepare. A recent report from Boston-based financial...
Credit Union CEO Dave Cale Added to First Community Trust Board of Directors
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, Iowa recently announced the addition of Financial Plus Credit Union...
First Community Trust, N.A. Welcomes New Chief Executive Officer – CU
First Community Trust, N.A. Welcomes New Chief Executive Officer (Dubuque, Iowa – July 20, 2023) First Community Trust, N.A. (FCT), a nationally-chartered trust and wealth...
Ready to connect with First Community Trust?
Join our mailing list for wealth management resources delivered right to your inbox or follow us on social media.
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.