Estate PlanningAt Dupaco, our vision is to serve as your lifetime financial home. To that end, we’ve partnered with First Community Trust, N.A., to bring you a full line of trust, investment, retirement, and wealth management services through Dupaco Wealth Management.
Estate planning is the means by which you protect and provide for your family and others close to you after you pass. By working with a wealth management expert to establish a well-structured plan, you’ll save on legal fees and taxes so that you can maximize the proceeds to your beneficiaries.
You’ve worked hard to earn your money. Your family or a favorite charity is important to you. With the help of First Community Trust, make sure your will or trust is current and correct, and plan ahead for your assets to be distributed exactly as you wish.
The professionals at First Community Trust have years of experience in trust, retirement, and investment services, and will work with you to carefully craft a philosophy and develop strategies that meet your specific objectives. For a personal strategic consultation, contact First Community Trust Portfolio Manager and Trust Officer Dale Repass at (563) 557-7600 / 800-373-7600, ext. 2264 or stop by and speak with him at our Hillcrest at JFK location in Dubuque. There is no cost or obligation.
Services provided by First Community Trust, N.A. Mutual funds, annuities, and other investments available through First Community Trust, N.A. are not insured by the NCUA/FDIC or any other regulatory agency, and are not obligations of or guaranteed by Dupaco Community Credit Union or any other affiliated entity. Returns on such investments will fluctuate and investments are subject to risks, including the possible loss of principal.