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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding how a stock works is key to understanding your investments.
Is your estate in order? This short quiz may help you assess your overall strategy.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
What does your home really cost?
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”