It can be challenging to navigate the waters of investing, planning for retirement and leaving a legacy. Let us help. Check out Jeri's background on FINRA BrokerCheck. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor.
Insurance services offered through First Mate Financial Advisors, which is not affiliated with Woodbury Financial Services, Inc. Services offered only where registered to do business. Neither Woodbury Financial Services, Inc., nor its registered representatives provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AK, AR, CA, CO, FL, KS, MD, MO, OK, TX, WA, and WY.
Insurance services offered through First Mate Financial Advisors, which is not affiliated with Woodbury Financial Services, Inc. Services offered only where registered to do business. Neither Woodbury Financial Services, Inc., nor its registered representatives provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AK, AR, CA, CO, FL, KS, MD, MO, OK, TX, WA, and WY.
Services
As independent financial advisors, we work one on one with clients to provide assistance in determining goals, finding appropriate investment strategies and educating on long-term investing. We help chart a deliberate course for retirement by specializing in the three areas described below.
Given the increasing complexity of retirement plans, number of options, and length of retirement, it's not surprising that most people are turning to financial planners for help.Research shows that those with a financial plan save 220% more for retirement than the average person*. Once a plan is formed, the most crucial - and the most neglected - step is to implement and monitor the plan.
Given the increasing complexity of retirement plans, number of options, and length of retirement, it's not surprising that most people are turning to financial planners for help.Research shows that those with a financial plan save 220% more for retirement than the average person*. Once a plan is formed, the most crucial - and the most neglected - step is to implement and monitor the plan.
First Mate Financial Advisors LLC is a Tulsa-based, holistic wealth management firm focused on wealth, tax, and estate planning. The company was founded in March of 2011. By bringing together a suite of qualified financial professionals through a single point of service, First Mate is able to provide a holistic approach to wealth management strategies, with a passionate emphasis on meeting the specific needs of women and minorities.
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