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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Peer-to-peer payment apps are one of the newest ways to send money.