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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Ascertaining the value of your business is important for a variety of reasons.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
Recent changes in estate tax laws could affect the strategy you have in place.