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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. |
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General Information |
| Years of Experience in Financial Services: |
28
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| States Licensed in: |
KS, MO
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| Number of Years with Current Firm: |
15
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Mutual Securities
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| States Willing to do Business in: |
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
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Wealth Management, Retirement Planning
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Education |
| Academic Background |
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| BS, Finance - Central Missouri State University |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFS, CLU®, ChFC®
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| Securities Licenses: |
Series 6, Series 7, Series 24, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Society of Financial Services Professionals, Financial Services Institute
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Firm Information |
| Assets Managed by Firm: |
150,000,000
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| Assets Managed by Advisor: |
115,000,000
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| Advisor's Number of Clients: |
300
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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