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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 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. 

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
3 Reasons to Contribute to an IRA Have you made your 2023 IRA Contribution? Yes that is not a typo--there is still time to make your 2023 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 it's 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.
2/27/202412:00pm EST15 minutes
Register
5 Steps to Protect Your Online Identity! This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will FEEL safer navigating the internet.

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services 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.
3/1/20247:00pm EST1 hour
Register
3 Reasons to Contribute to an IRA Have you made your 2023 IRA Contribution? Yes that is not a typo--there is still time to make your 2023 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.
3/5/20247:00pm EST15 minutes
Register
All About Market Analysis Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series.

Join us LIVE each month at 12 noon for a 15-minute crash course on different financial topics. We invite you to “lunch & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. Can’t make it LIVE? Check our website www.CraigJamesFinancial.com/Events for the alternative evening option that will be offered later in the month.

This month's topic is ALL ABOUT MARKET ANALYSIS. In this webinar you will learn:
• What is fundamental analysis
• Important tools when utilizing fundamental analysis
• What is technical analysis
• Important tools when utilizing technical analysis
• The Pros and Cons of Fundamental vs. Technical analysis

Is there another topic you would like added to the line-up? Please email me jenna@craigjamesfinancial.com. We value your input!

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services 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.
3/7/202412:00pm EST30 minutes
Register
Financial Goals For 2024 Now that the calendar has flipped, it’s an opportunity to reset and set goals for the upcoming year. This includes how you plan for your financial future.

Join us for this 15-minute webinar to learn how you can make the most of 2024, through our Five Financial Goals.

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.
3/12/20247:00pm EDT15 minutes
Register
Taxes in Retirement You work hard, you save your money, but when you start to take your money out, taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates could be extended or destroyed, so we may be looking at the lowest tax rates for the rest of our lifetime. If we know that changes may happen in 2025, it is time to plan now and see if there are actions we can take today to help make our future less tax-toxic.

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.
3/14/202412:00pm EDT1 hour
Register
Social Security Benefit Options This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services 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.
3/14/20247:00pm EDT1 hour
Register
All About Market Analysis RECORDED Our clients often tell us that they would love to learn more about finance, so we created this special “All About Finance” webinar series.

Join us LIVE each month at 12 noon for a 15-minute crash course on different financial topics. We invite you to “lunch & learn” with us-- enjoy your lunch while learning more from Craig about specific financial topics. Can’t make it LIVE? Check our website www.CraigJamesFinancial.com/Events for the alternative evening option that will be offered later in the month.

This month's topic is ALL ABOUT MARKET ANALYSIS. In this webinar you will learn:
• What is fundamental analysis
• Important tools when utilizing fundamental analysis
• What is technical analysis
• Important tools when utilizing technical analysis
• The Pros and Cons of Fundamental vs. Technical analysis

Is there another topic you would like added to the line-up? Please email me jenna@craigjamesfinancial.com. We value your input!

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services 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.
3/21/20247:00pm EDT30 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.