About us

First Mate Financial Advisors: where You are the Captain, and I am your First Mate. We help families, especially business owners, Chart a Course for retirement and succession planning by creating smart strategies that lead to strong financial decisions.

Our motto: Clients’ needs ALWAYS come first.

Contact details

• Address: 5505 East 51st St, Tulsa, OK 74135 (Nationwide service area).
• Email: [email protected]
• Telephone: (918) 794-5544
• Website: http://www.FirstMateFA.com

Practice areas

• Cash Flow and Budgeting
• Charitable Giving
• Divorce Financial Planning
• Domestic Partner Planning
• Education Planning
• Estate Planning
• Family Finances
• Insurance
• Investments
• Real Estate Investments
• Retirement Plan Distribution
• Retirement Planning
• Wealth Preservation
• Women's Financial Strategies