First Community Trust

Wealth Management Services

River Valley Credit Union partners with First Community Trust (FCT) to offer investment, financial planning, estate planning, and trust services. Through this partnership, we are able to expand our wealth management services to you, our members, including benefits such as:

 

• Investment Management
• 401(k) and IRA Rollovers
• Financial Planning 
• Retirement Planning Consultation 
• Estate Planning 

 

Meet Your Wealth Advisor and Trust Officer: Jason Freese

 

 

Jason is a wealth advisor and trust officer serving the members of River Valley Credit Union. He helps members with retirement planning, retirement income strategies, investment planning, as well as estate planning and trust administration. Jason has more than 25 years of experience in the insurance and financial services industry, bringing a wealth of knowledge to his clients.

Jason was born and raised in Iowa and received his bachelor’s degree from the University of Northern Iowa. After graduation, he secured a position with a national retailer. It wasn't long before Jason realized his true passion was helping others with their current and future financial goals and developing others into successful financial service professionals through his work.

In addition to excelling within the industry, Jason has also completed the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) programs to master his skills further. Accompanying these credentials, Jason holds the Iowa Life, Accident & Health licenses and FINRA series 6, 7, 63 & 26.  

 

Complete this form to connect with Jason for a free, no-obligation personal consultation. 

 

About First Community Trust

First Community Trust (FCT) is a nationally chartered trust bank offering investment management, financial planning, and trust services for individual and institutional clients nationwide. FCT’s professionals have more than 450+ years of consistent and collective investment, financial and trust experience. Founded in 2001, FCT manages over $1 billion in assets, helping individual clients achieve their personal financial, retirement and estate planning goals and helping institutional clients with their retirement plans and other investment management objectives. FCT provides high-touch customer service by cultivating personalized, long-term partnerships. Financial success and peace of mind are FCT’s top priorities for clients. FCT is an independent fiduciary, and all services are paid for from single fee based on account size; they do not receive sales or product commissions.

 

To learn more about FCT, please visit www.fctrust.com.

 

Upcoming Webinars

Looking to boost your knowledge on how to plan your estate effectively? Join FCT for a FREE educational webinar covering wills, trusts, and more on March 5 at 5:30 PM!  Click to register. 

 

 

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.