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 solution, our needs-based approach can remove 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.
Welcome Sean Smalley to Flatiron Financial
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all of your choices when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?