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Experience the JFP Difference Independent Planning Partner With Us In Confidence Robo Advisors

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.

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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.


How We Do It

We stand by the belief that working with a client is not just about the numbers. We strive to do right by the client at all times to help them achieve the financial future that they have been imagining.

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This calculator may help you estimate how long funds may last given regular withdrawals.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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