Your Source of Financial Support
James Financial Partners strives to be our clients’ most trusted advisor. We exceed expectations in financial planning through unmatched, ongoing client service and go beyond the typical wealth management firm.
We are dedicated to providing individuals with high-quality financial services aligned with their needs and goals. Our independent advisors are able to help clients articulate and pursue both their goals and we always communicate with transparency and respect. We cater our financial plans to every client and take the time to educate them about their investments. We are located in Springfield, MO and serve clients in our local community, as well as throughout Missouri, including Ozark, Nixa, Rogersville, Willard, Branson, and Hollister.
Contact us today to learn more about how we can help you and your family pursue your financial finish line.Contact Us
Who We Are
We are a team of highly-qualified financial professionals who are dedicated to helping you and your family pursue your goals.
What We Do
We specialize in helping individuals with asset accumulation, business succession planning, and estate planning. We offer a wide variety of services in order to best serve you.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the value of a home warranty.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Knowing your options when a CD matures can help you make a sound investment decision.
Even if you’re young and single, you should still consider protecting yourself.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What if instead of buying that vacation home, you invested the money?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Do you have causes that you want to support with donations? Here are three tips.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.