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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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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Don't Buy The Hype

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

 

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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This questionnaire will help determine your tolerance for investment risk.

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

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Assess how many days you'll work to pay your federal tax liability.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Have you explored all your options when it comes to managing your taxable income?

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There’s an alarming difference between perception and reality for current and future retirees.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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Imagine your ideal post-pandemic retirement with this animated video.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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