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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Objective guidance, we put your needs first.

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We enjoy building trusted relationships that span generations.

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Helpful Content

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Alternative Investments - Going Mainstream

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Split Annuity Strategy

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Will Power

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Building wealth requires protection from the forces of wealth destruction.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This questionnaire will help determine your tolerance for investment risk.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are a number of ways to withdraw money from a qualified retirement plan.

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There’s an alarming difference between perception and reality for current and future retirees.

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