Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located
in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a
complementary portfolio review by our financial expert, James Claiborne CFS, ChFC.
Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management.
Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.
|Firm Start Year:||1990|
|Name of Broker/Dealer:||Mutual Securities|
|States Licensed in:||KS, MO|
|Number of Years with Current Firm:||15|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Mutual Funds , Stocks , Options & Futures , Bonds|
|I can meet clients in the following ways:||Via phone , At my office , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Long Term Care , Variable Annuity , Disability , Variable Life , Annuity|
|Financial Organization Memberships:||Financial Services Institute , Paladin Registry , Society of Financial Services Professionals|
|Assets Managed by Firm:||150000000|
|Advisor's Number of Clients:||300|
|Assets Managed by Advisor:||115000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee , Commissions , Hourly , Based on Assets|
James 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) amd Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies.He is an active member of the Financial Service Professional society (FSP) where he has serves as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundations. He is a published author, has been selected to receive the FIVE STAR Wealth Manager? Reward in 2011, 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of ?The 10 Most Dependable?? Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Financial Planning for Individuals
Our approach is goal driven and based on the particular needs of each and every one of our clients. We believe in building, monitoring and implementing a financial plan as a starting point to give us a direction we need to go to get our clients to their destination. We build a partnership with or clients and track each and every goal outlined to make sure we are accomplishing priority items that need to be addressed. We monitor and update our clients life changes by using what we refer to as a Client Roadmap which is a cycle of life blueprint that shows different goals we address over various time periods. This is updated on a quarterly basis and designed to keep track of priority items to address. We provide objective advice by aligning ourselves as an independent wealth management firm which enables us to access virtually an unlimited resource network of investment options and planning resources. Once we build the financial plan, the recommendations are implemented by finding the most competitive investment options available, explaining the differences and finding an appropriate fit for our clients.
Financial Planning for Businesses
Our business financial plans incorporate the important business planning concerns for the ownership by addressing items such as business continuation, tax planning and tax favored benefit plans that address all types of financial market conditions. We sit down with ownership and complete a philosophical business questionnaire together that provides us with an insight as to the legacy planning intended, options for asset protection trust planning and what will happen when it is time to exit the business. Our expertise in business planning is complemented with a team of allied professional advisors who work together to build our business plan from a legal and accounting point of view.
We begin the financial security part of the plan by taking inventory of insurance policies so we can analyze and make observations that may or may not be consistent with the needs analysis we provide in the client meeting process. The insurance need is first determined then we look at the top rated companies using a comparative side by side analysis to determine most appropriate fit. Everything is based on the outcome of our needs analysis
|Blue Springs||Bonner Springs|
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|