Financial Services for Law Enforcement
Craig James Financial Services, LLC has expertise in properly preparing members of law enforcement for retirement. We have helped hundreds retire through the New York State pension system.
With the help of fellow officers, retirees, union leaders, and delegates, we have created a list of “Retirement Protocols” that have proven to be essential during the retirement process.
Please view a list of some of our law enforcement financial services below.
Lunch On Us
Request a time for the team at Craig James Financial Services to speak and provide a complimentary lunch at your next officers meeting or turn out.
Services
Pension Review
Review of your pension options to see which is best for you and also a discussion about life insurance to see if it is a good fit
Risk Analysis
Risk Analysis of your deferred comp (457 plan) and suggested adjustments
Detailed Analysis
Detailed Analysis of the Partial Lump Sum Option (PLS or PLOP), including how to take the lump sum without tax consequences
NYS Paperwork
Proper completion of New York State paperwork and follow-up with New York State
Social Security Maximazation
Receive a customized Social Security Maximization report to help you decide how to claim your benefits
Personalized Strategy
Personalized investment strategies to help meet your financial goals
Law Enforcement Webinar Series
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| 3 Reasons to Contribute to an IRA
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late. Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation. | 2/27/2026 | 7:00pm EST | 15 minutes | Register |
| Social Security 2026 Updates (Presented By: Craig Ferrantino, CWS®, CFF®)
In this webinar, Craig is hosting a brief and informative session titled Social Security 2026 Updates. During this 15 minute presentation, Craig will deliver a clear summary of important Social Security changes taking effect in 2026. He will highlight key updates that may impact benefits, planning decisions, and retirement strategies. This short, focused webinar is ideal for anyone who wants to stay informed and understand what these changes may mean without committing to a longer session. This event is for educational purposes. Tax services are provided independently from United Planners. Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated. | 3/4/2026 | 7:00pm EST | 1 hour | Register |
| 3 Reasons to Contribute to an IRA
Have you made your 2025 IRA Contribution? That is not a typo--there is still time to make your 2025 retirement contribution before the April 15th deadline. Not sure if you are eligible to make a contribution? Wondering why making an IRA contribution may benefit you? Join us for this 15 minute webinar to learn 3 important reasons why making an annual IRA contribution is so important and the steps needed to make your retirement contribution before its too late. Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation. | 3/5/2026 | 1:00pm EST | 15 minutes | Register |
| Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)
You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. This event is for educational purposes. Tax services are provided independently from United Planners. Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated. | 3/10/2026 | 7:00pm EDT | 1 hour | Register |
Schedule a Workshop
for Your Department
Having the right information about retirement planning is important. Communicating that information can be difficult. Let the team at Craig James Financial Services, LLC make it easy for you. Contact us today to inquire about our curated Retirement Planning workshop for your department. Workshops can be conducted in-person or virtually.