Ready To Get Started?

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.

Start Here

Sign Up For An Upcoming Webinar

Signup Now

Get To Know Us

2024 Nasdaq Trade Talks; TCJA and Tax Toxicity

Featured In

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.

+ learn more

Financial Planning

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

+ learn more

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.

+ learn more

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.

+ learn more

Retirement

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

+ learn more

Insurance

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

+ learn more

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.

+ learn more