Services
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
Contour Wealth Management, LLC is offering tax preparation services at our Gilbertsville office.
Clients that hold investment accounts with us will receive a discount on their tax preparation services as follows:
Our Basic 1040 Return starts at $190 for investment clients and $225 for tax-only clients, which includes:
• A Resident State Return and Local Return (if applicable).
• For seniors filing solely for Real Estate Rebate purposes, our fee begins at $100, covering a Resident State Return and Real Estate Rebate.
Please be advised that additional fees may apply for more complex schedules, including multiple State Returns.
We would like to remind you that all returns must be submitted by March 31st; otherwise, they will be placed on extension.
Credit and debit card payments are accepted for filing fees ONLY. Please note that a convenience fee of 3% will be charged for credit or debit card transactions. We also accept cash and checks made payable to Contour Wealth Management, LLC.
The included client engagement form must be completed, signed, and dated before we can begin processing your tax return.
As always, do not hesitate to reach out with any questions. We look forward to assisting you this tax season.
If you are interested in utilizing this service, please call our Gilbertsville office at 610-367-7757 and ask for Cheryl.
Tax services provided by Contour Wealth Management. Cetera Advisors does not provide tax 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.
lborgese@contourwealth.com | 610-366-8610