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.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
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There are common mistakes you can avoid when saving for retirement.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Read this overview to learn how financial advisors are compensated.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
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This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Are Real Estate Investment Trusts right for your portfolio?
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A special needs trust helps care for a special needs child when you’re gone.