Wills, Trusts, and Investments

First Community Trust Partnership

Serve Credit Union proudly partners with First Community Trust (FCT) to support our members through Trust and Investment Services.

Services

• Investment Management

• 401k and IRA Rollovers

• Living/Revocable Trusts

• Retirement Planning Consultation

• Estate Planning Consultation

• Estate Administration

• Estate and Retirement Planning Seminars

Meet your Wealth Advisor and Trust Officer

Complimentary Initial Consultation

Not sure where to begin? Click below for a personal consultation with no cost or obligation.

Upcoming Seminars

FCT provides free seminars to Serve Credit Union and other Iowa Credit Unions to support Estate Planning, Retirement Planning, etc. Seminar dates with the purple FCT logo are available to Serve CU members!

FCT Insurance

To help you protect what you’ve built, First Community Trust also offers insurance and protection solutions through FCT Insurance. These include Medicare*, life and disability insurance, annuities, and long-term care coverage. To learn more about FCT Insurance, connect with your Wealth Advisor and Trust Officer, who can introduce you to a local licensed FCT Insurance agent.

Explore more from FCT

Click here for an overview of services, timely blog posts, video tutorials, and more resources!

The products offered by First Community Trust: are not federally insured; are not obligations of Serve Credit Union; are not guaranteed by Serve Credit Union, involve investment risks, including the possible loss of principal; and if applicable, are being offered by an employee who services both functions of accepting members’ deposits and the selling of non-deposit investment products.

*FCT Insurance is not affiliated with or endorsed by the government or Federal Medicare Program. This is a solicitation for insurance.