Wealth Management

Wealth Management in Des Moines, IA

We are pleased to announce our partnership with First Community Trust (FCT)! This partnership allows us to provide comprehensive wealth management, financial advice, investment management and trust and retirement planning services to our members.

FCT is a nationally chartered trust company offering trust, investment and retirement services, primarily through credit unions. Founded in 2001, their sole objective is to help clients achieve their personal financial and estate planning goals and objectives.

Meet Trust Officer Mack Rankin

Mack Rankin serves members in the Des Moines area as a Trust Officer with FCT. His main office being at our Fleur branch. His background includes 10 years in various aspects of the financial services industry.

As a Trust Officer, he works with clients in the areas of both retirement and non-retirement investments as well as trust administration.

Mack attended Iowa State University and previously worked for several years at Credit Unions located in the Des Moines area. Mack also served as the Assistant Chief, Firefighter, and Paramedic with the Indianola and Hartford, IA fire departments.

Get your finances in check, work on your retirement plan, rollover an IRA, manage a trust, do estate planning and much more when you choose Financial Plus and Mack to help you with your wealth management in Des Moines, IA.

Schedule a no cost or obligation consultation with Mack today!

During these FREE meetings with Mack, you can discuss any of the following:

  • Living Trusts, Charitable Trusts, Revocable & Irrevocable Trusts, Testamentary Trusts

  • IRA Accounts, 401(k) Accounts, Pension & Profit-Sharing Plans

  • Estate Planning

  • Investment Accounts

  • Financial check-ups and advice

Mack can be reached at (515) 518-1801 or at Mack.Rankin@fctrust.com.

These meetings are always complimentary and you are under no obligation to purchase or open an account. 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.