Personalized Planning Process

Combined with our strong commitment to service, our independence from a corporate agenda, and our award winning technology, JFP works with our clients like no other firm in Southwest Missouri. Our team has over 30 years of combined experience working with businesses and individuals to help achieve financial confidence.  Whether you are looking to build a comprehensive Financial Plan, or simply needing a partner to help with your investment strategy, JFP has the knowledge, experience and tools to help you reach your goals. 

We listen to you, we evaluate your situation, and we help you visualize your investments. JFP has built a reputation of having superior customer service with our clients. We consistently and deliberately meet with our clients several times throughout each year to ensure that changes and updates are being made to coordinate with the current markets, tax environment, and lifestyle changes.