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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.

Helpful Content

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Test Your Estate Strategy Knowledge

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The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Estate Management 101

Estate Management 101

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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Choices for Your 401(k) at a Former Employer

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Five phases to changing unhealthy behaviors.

Four Really Good Reasons to Invest

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Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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A Look at Systematic Withdrawals

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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