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Financial Services for Law Enforcement

 

Craig James Financial Services, LLC has expertise in properly preparing members of law enforcement for retirement. We have helped retire hundreds 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. 

lunch on us

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

TitleDateStart TimeDurationRegister
Financial 15: Large Purchase Considerations Saving for a vacation, second home, or wedding? Want to learn more about items you should consider when making a large purchase? Join us for this brief yet very help overview!

Megan D. Muccio 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.

6/16/20219:00am EDT15 minutes
Register
Financial 15: Roth Conversions Join us for this week's Financial 15 on Roth Conversions with Craig J. Ferrantino, CWS®, CFF®. What is a Roth Conversion? How does it work? What are the pros and cons? Why may it be a beneficial strategy for you?

This is a recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed.

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.

6/23/20219:00am EDT15 minutes
Register
Important Social Security Updates For more than 70 million Americans, Social Security is a significant portion of their retirement income.

There are some important updates regarding social security that could impact our clients, so we will be holding a few 15-minute webinars to discuss any potential changes in more detail.

In our webinar, we will review the following important updates:

1) The Social Security Administration released estimates that indicate that the trust funds used for social security could be depleted in 2035, at which point 79% of promised benefits would be payable. A notice on page 2 of recent social security statements even has this “warning” stated.

2) The window to file a restricted application is closing on January 1, 2024.

3) The Biden Administration has also released potential Social Security Updates that we will review.

4) Cost of Living Adjustments

We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com

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.
6/30/20219:00am EDT15 minutes
Register
Financial 15: Debt Management Want to learn more about managing and paying off debt you may have? Join us for this brief yet very help overview!

Megan D. Muccio 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.

7/7/20219:00am EDT15 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 conduced in-person or virtual.