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.*
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|
|No. of Employees:||10-19|
|Name of Broker/Dealer:||Mutual Securities|
|States Licensed in:||KS, MO|
|Number of Years with Current Firm:||15|
|Work with the following types of clients:||Businesses, Non-Profit Organizations, Individual Investors|
|Advisory Services Provided:||Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses|
|Investment Types:||Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs)|
|Can meet clients in the following ways:||Phone, Email, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Life, Annuity, Health, Variable Annuity, Variable Life, Long Term Care|
|Financial Organization Memberships:||Society of Financial Services Professionals, Financial Services Institute|
|Assets Managed by Firm:||150,000,000|
|Advisor's Number of Clients:||300|
|Assets Managed by Advisor:||115,000,000|
Compensation and Fees
|Compensation Methods:||Commissions, Hourly, Based on Assets, Flat Fee|
|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.
|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 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.
Strategies included utilizing the concept of dollar cost
averaging, investing early and often, paying you first
and taking advantage of tax favored programs available.
|Investment Advice & Management
Our Investment Philosophy is simple. There is a time for growth and a time to protect. Markets, financial goals and investment strategies change over time. Too often we see clients who have been involved in advisor relationships where investment holdings simply stay static over time regardless of the investment landscape.
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.
|Estate Planning & Trusts
The Estate Planning component in a comprehensive financial plan is critical to the overall success of an individual's legacy they will leave behind. Quite often when we meet with new clients for an introductory meeting, we discover there has been some level of basic planning that has been completed but typically it involves simple wills and health care directives that have been in place for several years without being updated or reviewed. There are also situations where there has been no estate planning completed outside of beneficiary designations. An overwhelming majority of people need guidance and professional help to make sure there is nothing left open for interpretation should the unexpected happen.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
|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|
|Blue Springs||Bonner Springs|
Certified Employee Benefits Specialist(CEBS), CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
FINANCIAL BENEFITS, INC
33 Years of ExperienceView Profile