James Claiborne, CLU®, ChFC®, CFS
Financial Partners Group

Tel: 913-948-9489
10925 Antioch Road
Suite 100
Overland Park, KS 66210

Secure your future

Financial Partners Group | Financial Advisor in Overland Park ,KS

About Financial Partners Group

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.

General Information

Firm Start Year:   1990
No.of Employees:   10-19
Gender:   Male
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:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Insurance Planning, Wealth Management, Retirement Planning, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses


Investment Types:   Stocks, Options & Futures, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Alternative Investments
I can meet clients in the following ways:   Via Email, Via Phone, At my office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability
Financial Organization Memberships:   Society of Financial Services Professionals, Financial Services Institute

Firm Information

Assets Managed by Firm:   150000000
Advisor's Number of Clients:   300
Assets Managed by Advisor:   115000000


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 and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee, Commissions, Hourly

James Claiborne

James Claiborne


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). 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. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served 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 Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 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.*

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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 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.

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

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

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