Retirement Planning Services

Planning Retirement: Taking Charge of Your Future

The biggest worry for most people is not having sufficient retirement income to get through their golden years, provide a legacy for their family, and protect against unexpected risks. Stop worrying and start planning for your retirement now.

Do yourself and your loved ones a huge favor: start your financial planning early, get good sound professional advice, make wise choices for yourself and your family, and use all of your resources to maximize your future.

Craig James Financial Services can help you design a comprehensive, individualized retirement plan based on your needs, your circumstances, your financial goals, and your dreams for the future. Your plan will take into account the possibilities that come with the distribution phase of retirement. The professionals at Craig James Financial Services are specialists at maximizing the payouts of your savings, investments, benefits, insurance policies, retirement distributions, social security, and every other component of your retirement portfolio – so you can spend more time enjoying your retirement than worrying about it.

Here are some of the components of a comprehensive retirement plan.

  • IRAs and Roth IRAs
  • Stocks, Bonds and Mutual Funds
  • Life Insurance
  • Estate Planning
  • Company 401(k)s and 401(k) Rollovers
  • 529 College Funds
  • Disability Insurance
  • Long Term Care Insurance
  • NYS Deferred Compensation Plan Rollovers
  • Annuities
  • Social Security Maximization
  • Longevity Planning

What does your retirement plan look like? Request a free retirement planning consultation with Craig James Financial Services, LLC. Call: 631.393.2888 or Toll Free: 877.876.2707

*Neither United Planners nor its representatives offer tax advice.