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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding the economy's cycles can help put current business conditions in better perspective.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to understand the pros and cons when considering a prepaid debit card.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You’ve made investments your whole life. Work with us to help make the most of them.
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.