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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Understanding how capital gains are taxed may help you refine your investment strategies.
Simple steps may help you foil hackers and protect your privacy.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Term insurance is the simplest form of life insurance. Here's how it works.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are Real Estate Investment Trusts right for your portfolio?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?