Tax Planning with All of Your Financial Objectives
As your team of advisors grows, it becomes increasingly difficult to integrate
differing expertise into a coordinated financial plan. But doing so is vital,
particularly in tax planning, to achieve your financial goals efficiently.
Wealth & Investment Management's team-based
approach has been specifically designed to integrate
professional tax planning with all your financial decision-making.
Our independent tax consultants each have extensive experience
in income tax planning for affluent families. Shoreline
Wealth & Investment Management will:
strategies to help reduce your total tax burden
you make tax-sensitive investment decisions
alternative financial and legal structures to deliver
As a result, you are free to focus on what you do best - growing your income and asset base - instead of managing the complex
tax issues associated with increasing wealth.
Unlike many tax-planning services, our independent tax consultants provide proactive, forward-looking, multi-year planning. This sophisticated approach ensures a consistent, well-orchestrated
impact on your financial situation, and includes quarterly tax planning meetings, payment analyses, and cash flow planning.
you work with Shoreline Wealth & Investment
Management's tax advisors or your own, we assist in the
tax-sensitive investment strategies, including diversification,
hedging, and compensation planning
your income tax strategy to best support your personal
estate and philanthropic plans
your overall federal, state, and local tax liabilities
your federal and state tax returns and manage any audits
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.