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How We Work

At Contour Wealth Management, LLC our job is to help you pursue your financial goals. We will work together to create customized solutions for you and your family over the course of your lifetimes. Because financial planning is an on-going process, we prefer to meet with our clients at least once a year.

Our job is to present you with options based on your wants and needs. We will discuss with you the pros and cons of each option and help guide you towards the one that you are comfortable with and that meets your goals.

Direct Business

We work directly with multiple mutual fund and annuity companies to bring the most relevant financial products to the table.

With mutual fund companies, we will explain the differences between the available share classes and the costs associated with them, both short term and long term.

Annuity companies also have various share classes and benefits that vary with each contract. As these are more complex investment vehicles, it is important you understand the ins and outs of each product.

As always, it is our goal to educate you on the choices you have and help guide you in the process of selecting the most appropriate ones for you.

Fee-based Portfolio Management

Our fee-based asset management program is offered through our broker/dealer Cetera Advisors LLC. Through this program, we are able to offer a variety of stocks, bonds, ETFs and mutual funds in a portfolio designed for you based on your risk tolerance.

Our services include:

  • Current investment analysis
  • Asset allocation recommendations
  • Implementation of the recommendations
  • Maintaining and reviewing your portfolio
  • Income needs analysis
  • Distribution strategies for monthly or annual income needs
  • Required Minimum Distribution (RMD) processing

In addition, we provide the following financial planning services:

  • Accumulation goals
  • College planning
  • Retirement income/cash flow planning

                                                                 Tax Preparation Services

Our tax preparation services include*:

Basic 1040 Return starting at $150.00

  • Includes both Resident State Return and Local Return (if necessary).
  • Additional fees for additional schedules including more than one State return

Senior Return, when filing for Real Estate Rebate purposes only, Starting at $100.

Includes Resident state return and Real Estate rebate.

* Clients that hold investment accounts with us receive a discount on their tax preparation services.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  610-366-8610