Shoreline Wealth and Investment Mangement  


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Financial Planning & Wealth Management


The Four Pillars of Sound Financial Planning and Wealth Management
Shoreline Wealth and Investment Management helps to facilitate and coordinate the four pillars of sound weatlth management including:

Estate Planning (personal, business and philanthropic)
Investment Planning (personal, retirement and philantropic)
Tax Planning (personal, business and philanthropic)
Insurance Planning (personal and business)
Taking Care of Your Everyday Details
Increased wealth often drives increased complexity in lifestyle and the day-to-day management of income and expenses. Maintaining good financial records is also a requirement if you want true visibility into your financial affairs. Our Expense Management & Financial Reporting Services advisers can assist with the management this time-consuming yet important work for you. As a result, you spend less time managing your expenditures, and have an accurate, comprehensive view of cash coming in and funds going out of your accounts. Shoreline Wealth and Investment Management advisers will:
Manage daily financial transactions, including deposits and expenditures
Monitor your financial records, such as bank and credit card statements
Categorize and keep track of expenses, such as charitable deductions or business expenses
Analyze your investment transactions and statements
Questions EVERY Diversified Investment Advisors should ask you...
SWIMLLC vs. Warren Buffet... who performs better?
Plus, key information is provided online for your review and approval. In our Expense Management Center, you may:
Track and approve bill payments
Search bill history for past payments
View actual bill images and categorized reports

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.


This page (formatted for versions 4.0 and higher of Netscape or MSIE) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 10.0 and higher of Internet Explorer) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 
 

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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com