Who We Are

Our Financial Professionals

We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

James Lord, CLU

Founder and Investment Advisor Representative
LORD'S Financial Planning

Envelope Chart-pie

Jim entered the financial services industry in 1971, founding today’s Lord’s Financial Planning in 2009. Ā He grew up on a farm near Kincaid, Kansas and attended the University of Missouri. Ā After college, he served in the United States Air Force, and spent four years with Sperry Rand Corporation. Ā In 1980 he was honored as one of The Outstanding Young Men of America. Ā Jim is a Chartered Life Underwriter (CLU), a Licensed Life and Health Insurance Agent, and holds Series 6, 63, and 65 Security Licenses. Ā In addition, Jim is an Investment Advisor Representative, operates as a Fiduciary, andĀ is a member of Kingdom Advisors, Inc.Ā 

Jim and his wife, Debbie live in Ozawkie. Ā They have six children, nine grandchildren, and four great-grandchildren. Ā When he is not in the office Jim enjoys bicycling, reading, and traveling.

Paraplanners

As Paraplannerā€™s with Paladin Financial, Zach and Mason strive to create a warm and welcoming experience for our clients. Working alongside Jeff Foley CFPĀ®, they work extensively to help prepare our clientā€™s financial plans, as well as sitting in on and helping to facilitate client meetings. They also serve as an additional resource for our clientā€™s ongoing needs.

Meet the Paladin Financial Team

Paladin Financial (an SEC Registered Investment Advisor) is proud to collaborate with Jim Lord and the Lordā€™s Financial Planning team. Jim Lord is an investment advisor representative with Paladin Financial, which is an independent, fee-based advisor firm owned by Kansas-natives Jeff and Nikki Foley. The Paladin Financial team is made up of financial professionals who can help you coordinate your financial journey. We invite you to learn more about Paladin Financial. Visit the Paladin Website
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Strategic Alliances

MICHAEL BINGER, CFAĀ®
President of Gradient Investments, LLC

Keith Gangl, CFAĀ® Senior Portfolio Manager Gradient Investments, LLC

Tyler Ellegard, CFAĀ®
Portfolio Manager Gradient Investments, LLC

We have strategically partnered with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor to provide our clients with professional money management services. Our firm and clients have unique access to Gradient Investmentsā€™ portfolio managers who bring a depth of market experience and insight and actively manage our clientsā€™ accounts.

The Gradient Investments team can be seen regularly on national media outlets including CNBC, Fox Business, Bloomberg Barronā€™s, and The Wall Street Journal.


Affiliations

For nearly 100 years, the Chartered Life Underwriter (CLUĀ®) designation has been sought by financial professionals. CLUs who professionals who have achieved a high level of knowledge in life insurance, estate planning, and risk management. They have an in-depth understanding of life insurance’s intricacies and applications to meet client goals in financial planning, estate planning, business continuity, key person, and related employee benefits.

For nearly 100 years, the Chartered Life Underwriter (CLUĀ®) designation has been sought by financial professionals. CLUs who professionals who have achieved a high level of knowledge in life insurance, estate planning, and risk management. They have an in-depth understanding of life insurance’s intricacies and applications to meet client goals in financial planning, estate planning, business continuity, key person, and related employee benefits.