Why First Mate?

Our approach to delivering comprehensive financial services starts with building relationships and trust. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we learn the details of your financial picture so we can construct and deliver a customized plan. Our experienced team of professionals fully evaluates your situation, and as fiduciaries, we prepare personal strategies that integrate investment planning, tax reduction planning, retirement income and distribution planning, and business succession and family wealth planning.

We schedule to meet with you on a regular basis to discuss and update your financial situation because we pride ourselves in regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.