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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are four very good reasons to start investing. Do you know what they are?
Healthy habits are one of the greatest gifts to give your child.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There’s a link between debt and stress.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
At what point can you call a personal vehicle commercial?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.