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.
Wealth Management Resources
Blog
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...
Harness The Power of Your Money Mindset
Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it...
Helping Elders Find Care
Have you noticed mom or dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You're not alone. Many of us will find ourselves...
Video
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...
Resources
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...
Coming Into Money – 2 Crippling Risks and 3 Things You Must Know
Are you anticipating an inheritance in the future?Sudden wealth due to the loss of a family member is a very challenging journey. Not only is it an emotional time, managing...
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...
First Community Trust News
First Community Trust Announces Round of Promotions to Build Upon Growth
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has advanced its Wealth Advisor and Trust Officer team by promoting...
FCT’s Sheldon Reynolds Featured on CUbroadcast
As first seen on CUbroadcast. First Community Trust’s Executive Vice President, Managing Director Sheldon Reynolds, CFA, recently interviewed with CUbroadcast’s Mike Lawson...
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...
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