Your Financial Professional in Long Island
Craig James Financial Services, LLC is a Long Island-based investment and financial planning firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors and small businesses.
Craig James Financial Services, LLC offers independent, individualized, objective, financial advice targeted to your unique needs.
Independent: Craig James Financial Services, is not owned by or affiliated with any insurance company, bank or trust company. We provide independent financial planning solutions and personalized wealth management advice targeted to your retirement goals and financial circumstances.
Individualized: When you call Craig James Financial Services, you will be greeted by a friendly voice eager to assist you. We will listen actively to understand your risk tolerance, time horizon and retirement goals, and then work with you personally to create a financial plan that suits your unique needs. We will strive to build a lasting relationship through personalized counseling in all aspects of your financial life.
Objective: With more than 20 years of experience and expertise in estate planning, investment strategies, long term care, life insurance, IRA Rollovers, and custom retirement planning, we have the knowledge, tools and perspective to make sound, objective recommendations.
Financial Advice: Craig James is a Series 7 licensed Registered Representative of NEXT Financial Group Inc., a registered broker/dealer and member FINRA/SIPC. A leader in retirement transition and Individual Retirement Account (IRA) rollover strategies, Craig James Financial Services is also known for innovative investment strategies involving REITS, 1035 exchanges, Private Placements, bond ladders, and structured investments.
Targeted: Craig James Financial Services will guide you through a thorough, detailed financial planning process that includes:
• Fact finding to discern your goals and objectives
• Analysis followed by a customized plan to fit your unique financial profile
• Recommendations that are aligned with your strategic and financial goals.
• Implementation and follow-through to help ensure that your strategies are carried out
• Review on a continuous basis to help ensure that your financial plan stays on track
Craig James Financial Services, LLC provides solutions targeted to your unique financial situation. Call now to schedule a complimentary consultation to review your financial goals and discuss retirement strategies. Call: 631.393.2888 or Toll Free: 877.876.2707
- IRA Rollovers
- IRAs & Roth IRAs
- Individual Stocks
- Life Insurance
- Estate Planning
- Retirement Planning
- Financial Planning
- Company 401(k)s
- 401(k) Rollovers
- 529 College Funds
- Disability Insurance
- Long Term Care Insurance
- 457 Rollovers
- Business Overhead Expense Ins
- Partial Lump Sum Payment
- New York STRS
"Today, retirees are more concerned about living too long than dying too soon. A 67-year old couple has a 40% probability of at least one of them living to age 95 or beyond. They could well outlive the financial capacity of their retirement plans. It is a serious problem, but there is a solution: Plan ahead." Source: Mouton & Company, Inc.