Ad Hoc Analysis

If a decision, plan, or project involves finance and math, we can help. Some of the issues we have helped clients with include:Refinancing mortgagesBuying or renting a homeBuying, leasing, or renting a carChoosing between Roth and traditional IRAsConverting a traditional IRA to a Roth IRAInvesting in private dealsBuying and funding a vacation homeShort- and long-term budget analysisProspects and prudence of portfolios held elsewhere We like solving problems. Especially if they involve finance.