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 |
|---|---|---|---|---|
| 5 Things to do Before Year End Register today for this important and very helpful webinar to learn 5 Things You MUST Review and Consider before ringing in 2022. | 12/14/2021 | 7:00pm EST | 15 minutes | 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.