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Personalized Service

Combined with our strong commitment to service, wide range of products available and proprietary planning programs, JFP can assist you like no other company in Southwest Missouri. Below are some ways we work to provide you with the service professionalism you deserve.

We Listen to You

James Financial Partners has built a reputation of creating financial security for businesses and individuals by looking at every situation with the individuality that it deserves. We can help any business or individual, regardless of industry sector or experience. Our first step is to listen to your goals, needs, and current programs.

We Evaluate Your Situation

After listening to your goals, JFP analyzes the information you provide to create useful and informative reports. By doing so, we can determine together what issues are a concern for you and/or your business. If needed, JFP can coordinate with your attorney, CPA, and other consultants to ensure every aspect is carefully considered so that all of your advisors can be on the same page. JFP puts the pieces together to make it easier for you to see your financial goals and needs.

 

Visualize Your Investments 

We help you visualize your investmentments by creating reports that allow you to see how your current situation compares to your goals and needs. For example, we can project retirement income, calculate survivor needs, and help with higher education expenses. Seeing your investments in motion gives you better direction when making important financial decisions in the years to follow.

Innovative Tools

JFP utilizes innovative tools to create each of the helpful reports. Combined with our wide range of products available and our unique programs, JFP will work with you like no other company in Southwest Missouri. Our tools come from three well-known and respected organizations: Morningstar, Ibbotson Associates, and New York Life. Along with Planning Station, these resources create the valuable tools that we use to help you move forward in all of your future financial decisions.