Partnership With First Community Trust
Peoples Credit Union partners with First Community Trust (FCT) to provide members with retirement, investment, estate planning, and trust services—along with access to a variety of insurance solutions designed to help protect your financial future.
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Wealth Management Services and FCT Insurance
About First Community Trust & FCT Insurance
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First Community Trust, N.A. (FCT) partners with credit unions to provide investment, retirement, financial planning, and trust services designed to help members build, manage, and preserve wealth. Founded in 2001, FCT is focused on helping individuals and families achieve their long-term financial and estate planning goals. |
FCT is an independent fiduciary, and all services are paid for from a single fee based on account size; they do not receive sales or product commissions.
Through its affiliate, FCT Insurance, LLC, members may also access insurance and protection planning solutions, creating a more complete and coordinated approach to financial well-being.
Wealth Management Services
Financial planning isn’t a set-it-and-forget-it strategy. As life changes—marriage, a new child, career moves, retirement, inheritance, or divorce—so do your financial needs. Schedule a free, no-obligation review to make sure you’re on track to reach your long-term goals.
Through our partnership with FCT, we are able to extend wealth management services to you, including:
- Investment Management
- Retirement Planning
- IRA & 401(k) Rollovers
- Estate & Trust Management
Lisa Grefe
Phone: (515) 518-1813
Email: lisa.grefe@fctrust.com
FCT Insurance
Insurance can be confusing; but understanding the why, when, and how much makes all the difference. Working with a personal FCT Wealth Advisor who is also a licensed insurance professional ensures your current coverage and future needs are reviewed with your full financial picture in mind.
Through our partnership with FCT insurance, members have access to a range of insurance solutions designed to help protect your financial future.
Available Insurance Solutions:
Get an instant, no-obligation quote or explore your coverage options at www.fctrustinsurance.com.FCT Insurance is not affiliated with or endorsed by the government or Federal Medicare Program. This is a solicitation for insurance. Calling the number above will direct you to a licensed insurance agent.
Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.