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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Simple steps may help you foil hackers and protect your privacy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A few strategies that may help you prepare for the cost of higher education.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.