Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006. We believe in providing an unbiased, 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.
How Income Taxes Work
A quick look at how federal income taxes work.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Is your estate in order? This short quiz may help you assess your overall strategy.
It sounds simple, but paying yourself first can really pay off.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the value of a home warranty.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that home, you invested that money?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.