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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Building wealth requires protection from the forces of wealth destruction.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It's important to understand how inflation is reported and how it can affect investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
Are Real Estate Investment Trusts right for your portfolio?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.