JOIN LOCATIONS CAREERS CONTACT ESPAÑOL SEARCH ONLINE BANKING Open Mobile Menu Wealth Management SOUND GUIDANCE. TAILORED. “Do you want fries with that?” There are some decisions in life that don’t take a lot of thought or planning. But when it comes to your money and planning for your future, winging it isn’t a good approach. Your decisions can have a lasting impact on you and others, so it’s important to think ahead and get help from an expert. You can rely on Dupaco Wealth Management to help you make confident decisions about your financial future. We’ve partnered with First Community Trust, N.A., to offer you a full line of trust, investment, retirement and wealth management services. For You IRA/401(k) rollovers Investment management accounts Trust administration Estate administration Retirement planning Estate planning and will review (revocable living trusts/testamentary trusts/trusts under wills) For Your Business 401(k)/pension/profit sharing plans Investment management accounts Investment management for nonprofits To learn more about wealth management and how planning ahead can help you, take advantage of our free educational seminars. Learn More Schedule your personal strategic consultation today! There’s no cost or obligation. Request an Appointment Name First Name Last Name Email* Phone* What services are you interested in discussing?* Investment Management Retirement Planning Estate Planning Other (Check all that apply) Which branch would you like your appointment scheduled at?* Asbury: Saratoga Rd. Carroll Cedar Falls Cedar Rapids: 1st Ave. Cedar Rapids: Williams Blvd. Dubuque: Pennsylvania Ave Dubuque: Hillcrest Rd. Dubuque: Sycamore St. Dubuque: So. Locust Hy-Vee Dyersville: Ninth St. SE Galena: Oldenburg Ln. Key West: Flint Hill Dr. Manchester: W. Main St. Marion Platteville: E. Business Hwy. 151 Peosta: Peosta St. Waterloo Mullan Waterloo San Marnan Preferred appointment time during the week* Morning Afternoon Preferred method of contact* Phone Email CAPTCHA Investment Team Jim Liddle Vice President, Trust Officer-First Community Trust 800-373-7600, Ext. 2590 jliddle@dupaco.com Mr. Liddle joined First Community Trust from a regional accounting firm, where he supervised the income tax and estate planning departments. He is a life-long resident of Dubuque, graduating as valedictorian from Clarke University with degrees in Accounting and Business Administration. Mr. Liddle has achieved the CPA designation. He works closely with clients in the area of trust administration and estate planning. He has experience in the fields of estate planning, taxation, retirement planning and investments. Located at the Pennsylvania Ave. office in Dubuque, Iowa. Diane M. Derifield Vice President, Trust Officer-First Community Trust 800-373-7600, Ext. 2972 dderifield@dupaco.com Ms. Derifield recently re-joined the FCT Team. Diane worked with FCT as Vice President and Trust Officer from 2001–2006. Prior to joining FCT in 2001, she worked at U.S. Bank in the Trust department for 15 years. Most recently she was the Director of Cedar Valley’s Promise. She is a lifelong resident of the area and a graduate of Upper Iowa University. Ms. Derifield has expertise with estate planning, trust administration, and retirement planning. Located at the Mullan Ave. office in Waterloo, Iowa. Calculators & Resources Calculators Retirement Savings See how long your retirement savings will last based on your savings and inflation. Retirement Income Determine what your monthly retirement income will be. Roth vs. Traditional IRA Compare the difference in savings over time with a Roth and Traditional IRA. Printable Resources You May Also Want to Consider Dupaco Financial Services Get friendly, personal advice from the experts Learn More Retirement Accounts Saving for retirement doesn’t have to be complicated Learn More Investment Resources See how a little can grow into a lot Learn More Routing Number: 273974581 800-373-7600 P.O. Box 179 Dubuque, IA 52004-0179 Dupaco Community Credit Union © 2021 facebook twitter youtube instagram pinterest linkedin Privacy Policy | All Disclosures | Do Not Sell My Personal Information