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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Calculating your potential Social Security benefit is a three-step process.
Tips on insuring your teen driver.
What does the Tax Reform and Jobs Act mean for you?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.