Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach.” We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
James C. Billingsley
Chief Financial Advisor
James is a financial advisor representative for Billingsley Financial Group in Oklahoma City, and Edmond, OK.
In that role, he offers guidance to individuals and small businesses about making the most appropriate use of investments and insurance products to achieve their financial goals. He particularly works with CPA’s, attorneys and community-based banks to provide a broader scope of services to the loyal customers who trust them deeply. James also enjoys helping people more clearly define their goals for retirement and then developing plans to make those goals a reality.
An Investment Advisor Representative, he holds life, health, and annuity licenses, as well as Series 7, 63, and 65 securities licenses. Also, Billingsley Financial utilizes strategies developed and managed by Signal Research Group and Plan Group Financial to bring active Strategic and active Tactical management to the client. James is a member of the Business Advisory Council at Oklahoma Christian University and a member of Quail Creek Golf & Country Club.
James is a graduate of Oklahoma Christian, where he received a Bachelor’s Degree in Finance and Pre-Law, and lettered on the school’s varsity tennis team. When he isn’t working, you’ll find him on the golf course or the tennis court, or traveling with his family.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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