We don't sell financial products or accept commissions, referral fees or incentives from third parties. We answer only to our clients. Woodhull Capital Advisors, LLC is strictly a fee-only financial planning and investment consulting firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products.
The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder's fees are accepted.
The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder's fees are accepted.
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James Grennen is a Certified Financial Planner (CFP(R)) 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.
Work with the individual and the family to define the expected care and the quality of life vision. We pay special attention to the quality of life of all family members. Caregivers, guardians and trustees also receive consideration. Quantify lifetime third-party benefits expected be available to the client.
We are fee only financial planners 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. Our fees are easy to understand. We charge only for the number of hours it takes us to complete your financial plan.
COMPREHENSIVE FAMILY FINANCIAL PLANNING is necessary not only for planning for your basic needs but also to make your lifelong goals and dreams possible. The family financial plan is your road map for the present and the future. We rely on our unique client-centred process to ensure you receive a comprehensive and customized plan focused on putting you on the right path toward reaching your goals.
Tax alpha is the outperformance that an investor can achieve by taking advantage of available tax savings strategies. Obviously, the bigger the tax liability, the more tax savings can be realized. Utilizing the statutory tax shelters provided within the Internal Revenue Code is the underlying code of tax alpha.
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