First Community Trust FAQs
What is First Community Trust?
First Community Trust is an Iowa-based financial services organization that provides investment management, retirement planning, and trust and estate services. Thanks to this partnership, these services are now available to our members through our FCT Wealth Advisor and Trust Officer, Blake Randel.
Blake is available to meet with members at our Colorado Street location. To schedule an appointment, please reach out to Blake directly at 563-207-7847 or via email blake.randel@FCTrust.com.
What is a fiduciary?
First Community Trust is a fiduciary. As an organization they are legally and ethically required to act in your best interest. Recommendations are made based on what supports your goals and financial well-being.
Why is the credit union offering these services?
As your hometown credit union we’re dedicated to helping our members at every stage of their financial journey. Our partnership with First Community Trust allows us to provide expert wealth management and trust services while maintaining the personal, member-focused approach you know and trust.
Who can benefit from these services?
Anyone and everyone! Our services are designed for members at any stages in life. Whether you are building your savings, preparing for retirement, rolling over a 401(k), or thinking about how to provide for your family, you are welcome to start with a conversation.
Is there a cost to schedule an appointment?
No. The initial meeting is simply a conversation about your goals and options. Any decisions about accounts or services are entirely up to you.
What services are available?
- Investment Management
- Retirement Planning
- IRA & 401(k) Rollovers
- Financial Planning
- Estate & Trust Management
- Insurance Solutions through FCT Insurance
How does the insurance process work?
For insurance needs, start by meeting with Blake. He will review your overall financial picture and determine how insurance may support your goals. If needed, he will coordinate with a licensed FCT Insurance Agent on your behalf.