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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

 417-829-2257
 

909 E. Republic Rd. Building F, Suite 200 Springfield, MO 65807

 
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EXPERIENCE THE JFP DIFFERENCE

Our process is centered around YOU. We strive to go above and beyond with our
client interactions; to be their concierge in all financial matters.

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INDEPENDENT PLANNING

As an independent planning firm, not bound by a large corporation’s agenda, we
have the flexibility to offer planning solutions that best match your unique
needs.

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PARTNER WITH US IN CONFIDENCE

No matter where you are in your financial journey, you can Partner with our
experienced team of professionals to help you along the way.

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IT TAKES A VILLAGE

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WHAT IS A FIDUCIARY?

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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.

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.





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.


 
 * Articles
 * Calculators
 * Videos

VOLUNTEERING IN RETIREMENT

For many, retirement includes contributing their time and talents to an
organization in need.

PAY YOURSELF FIRST

It sounds simple, but paying yourself first can really pay off.

WHERE WILL YOUR RETIREMENT MONEY COME FROM?

Retirement income may come from a variety of sources. Here's an overview of the
six main sources.

CONSIDER KEEPING YOUR LIFE INSURANCE WHEN YOU RETIRE

Reasons to retain your coverage into your retirement years.

AND THE EXECUTOR IS

The right executor may help ensure the distribution of your assets is done with
as little upheaval as possible.

RETIREMENT PLAN CHOICES FOR SMALL BUSINESSES

Retirement choices can be intimidating. Picking the right strategy.

VIEW ALL ARTICLES

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

DISABILITY INCOME

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

A LOOK AT SYSTEMATIC WITHDRAWALS

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

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

INFLATION & RETIREMENT

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

CONTRIBUTING TO AN IRA?

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

VIEW ALL CALCULATORS

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

A bucket plan can help you be better prepared for a comfortable retirement.

SOCIAL SECURITY: BY THE NUMBERS

Here are five facts about Social Security that might surprise you.

WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

KEEPING UP WITH THE JONESES

Lifestyle inflation can be the enemy of wealth building. What could happen if
you invested instead of buying more stuff?

FINDING THE BALANCE

The sandwich generation faces unique challenges. For many, meeting needs is a
matter of finding a balance.

THE LATTE LIE AND OTHER MYTHS

Check out this video to begin separating fact from fiction.

VIEW ALL VIDEOS


MAKE AN APPOINTMENT



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HELPFUL CONTENT


WHEN HEIRS ARE IMPERFECT

The money problems or bad lifestyle habits of adult children could lead to the
squandering of any inheritance they receive.


TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.


SHOULD I INVEST IN GOLD?

Learning more about gold and its history may help you decide whether it has a
place in your portfolio.


DOES MY PORTFOLIO FIT ME?

Have you ever wondered if your portfolio accurately reflects your risk
tolerance? 
Find out now by clicking the button below.



Does My Portfolio Fit Me?




SIGN UP FOR OUR NEWSLETTER

Each month, we share exclusive videos and articles on the latest financial
topics.

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Woodbury Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Tyler R. James, Investment Advisor Representative, securities and advisory
services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC.
Insurance services offered through James Financial Partners, LLC., which is not
affiliated with Woodbury Financial.

Tyler R. James is licensed to offer mutual funds and variable products. Market
Watch information is provided for informational purposes and is not considered
an offering of securities.

This communication is strictly intended for individuals residing in the states
of AR, AZ, KS, MO, UT, and TX. No offers may be made or accepted from any
resident outside the specific states referenced.

Qualifying membership in the MDRT is based on minimum commission and gross
business generated within a year. Each MDRT status designation is granted for
one year only. All members must apply every year to continue their affiliation
with the Million Dollar Round Table.

“Best of the Ozarks” is an award voted on by the community of Springfield and
surrounding areas via the Springfield News-Leader’s website. There are no
specific criteria for winning. It is an award based on votes.

Third-party rankings and recognition are no guarantee of future investment
success and do not ensure that a client or prospective client will experience a
higher level of performance or results. These ratings should not be construed as
an endorsement of the advisor by any client nor are they representative of any
one client’s evaluation.

CONTACT

James Financial Partners

Office: 417-829-2257 Fax: 877-349-7748

909 E. Republic Rd.
Building F, Suite 200
Springfield, MO 65807

Send an Email



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