Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006. We believe in providing an objective, independent approach to personal wealth management, while putting you, the client, first. In today's world, transparency is a key component in the financial marketplace. When providing a fee-based alternatives, our needs-based approach can reduce potential conflicts within the advisory relationship. Investment selections are based on the objectives of each individual relationship. Our process allows us to gain a clear understanding of our client's goals and objectives. Implementing a diversified strategy of mutual funds, ETFs, stocks, and bonds helps to provide a customized strategies for each client’s individual risk parameters. Completing the holistic approach, we proactively work with our client’s current estate planning and tax planning partners, as it relates to our overall wealth management process.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Five strategies for managing your student debt.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Five creative (and inexpensive) ideas for motivating your employees.
Knowing the rules may help you decide when to start benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.