James Grennen
- CFP®
Woodhull Capital Advisors
bohemia, NY
Contact James
James can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
- Special Needs Planning
- Windfall Planning
- Exit Planning
- Tax Preparation
Pricing
We are fee-only financial planners, located in Long Island. We do not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. We do not accept commissions or finder’s fees in any form. In addition to being fee-only, our fees are unique in the following ways:
- No AUM fees (Assets Under Management). Most traditional and fee-only advisors’ largest fee is based on an ongoing percentage of assets under management. This is in addition to financial planning fees. Woodhull does not manage investments. We are focused solely on delivering expert financial planning in Long Island on a fee-only, hourly-only basis.
- Transparent pricing. Before we begin work on your comprehensive financial plan, we will give you a FLAT FEE firm quote for the number of hours we expect to spend. You may also decide to retain us on an ongoing basis once your comprehensive financial plan is completed. Ongoing financial planning fees are typically less than those of the original plan.
- Based Upon Financial Complexity. We base the number of hours required to complete your comprehensive financial plan on the complexity of your financial situation. We will help you determine the level of complexity of your plan in our initial meeting.
About
James Grennen is a Certified Financial Planner (CFP®) in Long Island who has over four decades of financial advisor experience, as well as being a U.S. Department of the Treasury certified Enrolled Agent.
James Grennen earned a BA degree in History from Fordham University in 1972 and an MBA in Finance from Rutgers University Graduate School of Business in 1979.
Over the years, Grennen’s work has focused on helping individuals, and couples and businesses solve financial problems including those experiencing tax difficulties.
James Grennen founded Grennen Financial Inc. in Bohemia, Long Island, New York. At that company Grennen would continue his work as a financial planner and investment