Flatiron Financial Group

866-644-3763

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Social Security Benefits: How Much Will I Receive

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Calculating your potential Social Security benefit is a three-step process.

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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Fallen Tree Damage—Who Pays?

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Learn when it may not make sense to file a claim on your home insurance.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Investment tools and strategies that can enable you to pursue your retirement goals.

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

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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16 Wall Street Cliches in 60 Seconds

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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