Insurance, unlike business insurance, is acquired
for the purpose of covering (in whole or in part) expenses
that individuals may incur related it accident, injury
or death. The types of insurance purchased for these
needs include, but are not limited to, the following:
Shoreline's Competitive Edge
Whatever your need, protecting an individual's estate and net worth as well as providing for one's heir or philanthropic beneficiaries is a key component of any serious wealth management
plan. There are many plans and competitive rates Shoreline Wealth and Investment Management can assist you in obtaining.
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.
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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.