If a decision, plan, or project involves finance and math, we can help.
Some of the issues we have helped clients with include:
Buying or renting a home
Buying, leasing, or renting a car
Choosing between Roth and traditional IRAs
Converting a traditional IRA to a Roth IRA
Investing in private deals
Buying and funding a vacation home
Short- and long-term budget analysis
Prospects and prudence of portfolios held elsewhere
We like solving problems. Especially if they involve finance.