Flatiron Financial Group

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RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006.  We believe in providing an objective, 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.
 

             

                                                                                       

                                  

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Helpful Content

Systematic Withdrawals in Retirement

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Taking regular, periodic withdrawals during retirement can be quite problematic.

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Understanding the Basics of Medigap Policies

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What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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