Welcome to Contour Financial Planning!

 

Our firm strives to provide excellent financial advice in order for our clients to achieve their financial dreams. 

 

Contour Financial Planning, LLC, is a financial planning and advisory firm near Buffalo, New York. Steven L. Morgan, CFP®, Principal of the firm, provides fee-only financial planning and advice for everyday life, tailored to fit the needs of individuals, families and business owners.

 

When your life savings are at stake, you need a source of advice you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice that is in your best interest -- not in the best interest of your advisor. You need an advisor who won't turn you away because your investable assets are "too small."  In fact, at Contour Financial Planning, there are no account minimums to meet to become a client.

 

We understand that people are seeking unbiased advice and guidance in making their own financial decisions. In order to maintain the highest level of independence, flexibility and objectivity when creating these strategies, our firm has made a commitment to not sell products. In addition, as an hourly planning firm, clients have the flexibility to obtain just as little -- or as much -- financial planning and advice as they need.

 

We can prepare a complete financial plan, or focus only on those issues that concern you at the present time. Our hourly-fee structure puts quality financial planning within the reach of people from all walks of life. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Contour Financial Planning can help you develop a plan, tailored to fit your needs.

 

 

P.O. Box 633
Grand Island, NY   14072-0633
Phone (716) 425-3868
E-Mail Contour Financial Planning, LLC

 

 

 

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."