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.

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 First Community Trust to help you with your wealth management in Des Moines, IA.

Schedule a no-cost or obligation consultation today!

During these FREE meetings with Kristin, 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

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.