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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Gaining a better understanding of municipal bonds makes more sense than ever.
Good employee health can be great for the company’s bottom line.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.