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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A special needs trust helps care for a special needs child when you’re gone.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?