Advising Clients since 1980
The Pillars of Financial Planning
Shoreline Wealth & Investment Management helps works with existing advisors or recommends them to design a coordinated financial plan which addresses the 7 Pillars of Financial Planning
• Investment Planning
• Tax Planning
• Estate Planning
• Eldercare Planning
• Insurance Planning
• Retirement Planning
• Philanthropic Planning
Bringing it All Together
Each of the 7 Pillars of Financial Planning demand professional expertise and coordination. Each pillar is a clickable link and will direct you to specific areas within this website of more detailed information. Every pillar is an important component of your overall financial plan. Bringing it all together is one of the reason clients choose to work with Shoreline Wealth & Investment Management. Another is our expertise in each of the pillars with professionals in each of the pillars to apply their respective expertise as needed or to work with your existing professional relationship to create a tailored plan to meet your goals and objectives.
Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.
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 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 view a specific link or in the left margin of each page to explore a specific wealth management topic.
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.
All photos courtesy of Shoreline Summit Photography