We provide fee-based, comprehensive financial planning and wealth management services for individuals, trust, corporate and qualified pension accounts. We tailor client portfolios to each of their individual financial goals. Not one client is mixed into standard model-allocations, and every client has a bespoke experience.
Our team of experienced and dedicated professionals work hard to bring meaningful questions and solutions to each one of our client's financial needs. Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life.
Our team of experienced and dedicated professionals work hard to bring meaningful questions and solutions to each one of our client's financial needs. Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life.
Services
At Financial Partners Group, we provide fee-based financial planning and investment management services for individuals, trust, corporate and qualified pension accounts. We believe that the future does not have to be vague.
To help you shape your future and realize your financial goals, we will meet with you in confidence, listen to what you wish to accomplish and discuss your current financial situation as well as your long-term needs and objectives.We then create strategies and objectively offer financial products that are specifically tailored to meet your needs.
To help you shape your future and realize your financial goals, we will meet with you in confidence, listen to what you wish to accomplish and discuss your current financial situation as well as your long-term needs and objectives.We then create strategies and objectively offer financial products that are specifically tailored to meet your needs.
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU).
Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is to integrate pieces of advice from a series of professionals, and benefit from a holistic approach. Our Investment Philosophy is simple. There is a time for growth and a time to protect.
We will establish a customized service model to include the frequency of reviews, content we will cover during reviews and personalized meeting agenda to address your ongoing financial needs and concerns. We will present your financial plan and investment recommendations, make any necessary changes and establish our service model for new clients should you decide to engage in our services.
Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee. Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life.
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