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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Our Team Approach An Approach Designed For You No Strategy Fits Everyone Understanding The Cycle of Investing Exit Strategies of the Rich and Famous Rightsizing for Retirement Social Security: By the Numbers

Welcome to The James Financial Group!

We provide a clear path forward for clients who face life-changing decisions about their futures, guiding them with our time-tested expertise.As advisors, we bring order and balance to their financial lives, monitoring and managing risk so they can focus on work, family and enjoying the moment. As educators, we empower clients and their families to make more informed, confident decisions. Our clients look to James Financial Group as a home away from home—a comfortable place to protect what they have accomplished while they prepare for what comes next.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you use our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


We create strategies tailored to your goals

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Modern Retirement Planning

Attend our modern retirement planning class taught twice a year.

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Your Financial Plan

We use a sophisticated process to meet your individual needs.

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