James Financial Group

James Financial Group Bridging the Confidence Gap Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission

is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service. Take the Mystery out of Financial Planning and pursue a strong financial future for you and your employees! To learn more about James Financial Group, please visit https://www.jody-james.com/

How literate are you when it comes to your finances? Brush up with these five basics.
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How literate are you when it comes to your finances? Brush up with these five basics.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
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Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

What would happen to your loved ones if you were gone? Make financial preparations today.
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What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

You can help ensure that losing your wallet doesn't turn into something bigger.
08/26/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A special needs trust can help care for a special needs child, even after you’re gone.
08/24/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Do your kids have the right stuff for college?
08/21/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

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Currency has been around for a long time. Here's a quick history lesson.

Facing divorce? Don't overlook changes to your insurance coverage.
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Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Address

18 Estes Drive
Freeport, ME
04032

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