If a decision, plan, or project involves finance and math, we can help.
Some of the issues we have helped clients with include:
- Refinancing mortgages
- 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. Have a question of any kind? Contact us.