Financial Partners Group | Financial Advisor in Overland Park ,KS

9990 College Blvd.
Suite 102
Overland Park, KS 66210
Phone: (913) 948-9489

Secure your future


About

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.

25 Years of Experience



General Information
Firm Start Year:   1990
No.of Employees:   5-9
Name of Broker/Dealer:   Cambridge Investment Research
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


Services
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


Firm Information
Assets Managed by Firm:   150000000
Advisor's Number of Clients:   160
Assets Managed by Advisor:   115000000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   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 & 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



FAQs

James Claiborne, CFS, ChFC

James Claiborne, CFS, ChFC

CFS, ChFC®, CLUŽ

Biography


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.*

see more

My Services


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 client?s 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.


Insurance Planning

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


Communities Served

Basehor Belton
Blue Springs Bonner Springs
Bucyrus Clearview City
Cleveland De Soto
Edgerton Eudora
Freeman Gardner
Grandview Greenwood
Independence Kansas City
Lansing Leawood
Lees Summit Lenexa
Linwood Louisburg
Mission Olathe
Overland Park Peculiar
Prairie Village Raymore
Riverside Shawnee
Spring Hill Stilwell
Tonganoxie

Office Hours

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