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James J. Grennen, MBA, CFP®, EA

Woodhull Capital Advisors, LLC

James J. Grennen, MBA, CFP®, EA

Woodhull Capital Advisors, LLC

James J. Grennen, MBA, CFP®, EA

Woodhull Capital Advisors, LLC

Profession LogoFINANCIAL PLANNER

Bio Coming Soon !

Firm Description

Nearly one-fifth of all Americans have some kind of disability and 25% of those affected are school-age children that will likely have their disabilities for the remainder of their lives. On top of the everyday care that is provided to those with special needs, caregivers need to consider the financial burden that comes with.

At Woodhull Capital Advisors, LLC, we believe that creating a financial plan will help reduce the burden and allow your loved one to live a full, meaningful life. That means enjoying security, independence, and the ability to do what they want with their lives.

With life planning for special needs, a sound plan usually consists of two steps:

  1. Developing a plan for your loved one with special needs
  2. Implementing that plan into a larger family plan to ensure that all your family members’ needs are met

To make sure that both steps are met, we’ll cover five crucial steps to set up a secure, financial future for both your loved one and the rest of your family.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

80 Orville Drive, Suite 100
Bohemia, NY 11776

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts