Advising Clients since 1980

Remaining at Home

While most seniors prefer to remain at home as long as possible, many require assistance that can be difficult for family members due to jobs, children of their own, distance and a variety of issues. What is required are creative solutions to manage the details of daily living including:

  • Full or part-time assistance

  • Personalized approaches and a custom care plan

  • Carefully selected caregivers who are monitored and supervised

Home Caregiving Services

There are a variety of services available including:

  • Meal planning and preparation

  • Bathing, dressing and grooming

  • Assistance with mobility and safety

  • Shopping, errands and appointments

  • Transportation to various activities

  • Companionship

  • Light housecleaning and laundry

  • Medication supervision

Wellfleet 04 - 6x1.jpg

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