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.
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 |
|---|---|---|---|---|
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/23/2020 | 8:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/24/2020 | 8:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/25/2020 | 8:00pm EDT | 1 hour | Register |
| 5 Steps to Protect Your Online Identity
Did you know that 64% of Americans have experienced data theft? 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. 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. 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. | 10/26/2020 | 5:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/26/2020 | 8:00pm EDT | 1 hour | Register |
| The Election of a Lifetime and Your Wallet
This year’s election cycle is unlike any other! Join us for a bipartisan seminar to learn about how the policies of both major candidates may affect your personal finances. 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. | 10/27/2020 | 5:00pm EDT | 1 hour | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/27/2020 | 8:00pm EDT | 1 hour | Register |
| Live Q & A with Craig
Here's an opportunity to ask those financial questions you've always wanted to find the answers to during a Q&A session with Craig Ferrantino, CWS® of Craig James Financial Services, LLC. After a brief market update, Craig will open up the conversation to answer your financial questions about the market, retirement planning, end-of life planning, banking, investments, and more. 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. | 10/28/2020 | 7:00pm EDT | 30 minutes | Register |
| Life Insurance: 4 Steps You Can Take to Gain Control Now | 10/28/2020 | 8:00pm 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 conduced in-person or virtual.