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At Craig James Financial Services, LLC we are committed to working individually with each and every client to design a comprehensive financial plan that covers all aspects of pre-retirement, retirement, estate management, and legacy planning.

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Our Services

Tax Mapping

Identifying tax opportunities on an annual basis is important. It is equally important to bring tax decisions and planning into your overall financial plan.

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Financial Planning

At Craig James Financial Services there is no cookie-cutter approach to financial planning. The approach is specialized and focused on you.

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State Police Retirement

Craig James Financial Services, LLC has created a list of “Retirement Protocols” that has proven to be essential during the retirement process.

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Maximize Social Security

Social Security is still an important aspect of one’s retirement and reviewing your claiming options is still suggested prior to electing.

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Retirement

Provide a legacy for your family and protect against unexpected risks. Stop worrying and start planning for your retirement now.

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Insurance

Sleep soundly knowing your loved ones are protected. We offer life insurance, disability insurance, long term care, and more.

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Investments

We analyze your financial situation to determine an investment strategy and the investment instruments that are most suitable for you and your financial goals.

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