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Welcome to Contour Financial _____________________________________________________________
Why are you visiting this website? You obviously have a financial need that has to be addressed. At our firm we provide solutions to meet your needs, regardless of how simple or complex your circumstances. What are some of the reasons people come to Contour Financial?
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To address a general unease over their finances, by seeking a financial health checkup - Obtaining fee-only, independent, fiduciary, no-pressure management of their investments
- Obtaining independent advice on their 401(k), 403(b), and other assets held elsewhere
- Getting the peace of mind that their investments are safe held at Charles Schwab Institutional.
- Determine if they are on track to retire if still working
- Determine if they can maintain their retirement if they are currently retired
- Plan education funding for their children and grandchildren
- Get their estate and insurance situation reviewed
- Provide a sounding board regarding their businesses and rental properties
- Assist with tax planning including the preparation of tax returns
- Setting up 401(k) plans for businesses and individuals
As a member of the National Association of Personal Financial Advisors (NAPFA), we are held to a fiduciary standard. What does the term fiduciary mean? We put your interests before our own. Our fees are fully disclosed to you.
If you are looking for a firm that operates openly and in your best interests, then you have arrived at the right spot. Please click on the left link titled "#1-Getting Started" to begin, which also includes the requirements to have your first meeting with us be complimentary.
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